ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 209 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $246,006 | +43.0% | 5,140 | +41.4% | 0.01% | +10.0% |
| Q3 2022 | $172,000 | -6.0% | 3,635 | -3.4% | 0.01% | -37.5% |
| Q2 2022 | $183,000 | -44.4% | 3,763 | -43.5% | 0.02% | -15.8% |
| Q1 2022 | $329,000 | -86.2% | 6,662 | -85.7% | 0.02% | -90.5% |
| Q4 2021 | $2,377,000 | -11.7% | 46,555 | -10.5% | 0.20% | -6.5% |
| Q1 2021 | $2,692,000 | -2.2% | 51,988 | -1.4% | 0.22% | -15.4% |
| Q4 2020 | $2,753,000 | – | 52,722 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advocacy Wealth Management Services, LLC | 2,170,462 | $104,171,334 | 11.59% |
| Pensionmark Financial Group, LLC | 752,903 | $36,135,595 | 7.16% |
| Probity Advisors, Inc. | 594,531 | $28,534,524 | 6.58% |
| Wiser Wealth Management, Inc | 292,044 | $14,016,645 | 5.70% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 132,897 | $6,378,402 | 4.46% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 248,563 | $11,929,789 | 3.90% |
| River Wealth Advisors LLC | 354,876 | $17,032,260 | 3.05% |
| Global Wealth Management Investment Advisory, Inc. | 223,687 | $10,735,857 | 3.01% |
| Coombe, Bender & Co LLC | 75,947 | $3,645,077 | 2.74% |
| DecisionPoint Financial, LLC | 103,399 | $4,962,636 | 2.60% |