ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 15 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $6,186,862 | -18.0% | 129,270 | -18.8% | 0.13% | -21.1% |
| Q3 2022 | $7,542,000 | -19.1% | 159,119 | -17.3% | 0.16% | -14.4% |
| Q2 2022 | $9,327,000 | +16.1% | 192,458 | +18.2% | 0.19% | +43.5% |
| Q1 2022 | $8,035,000 | +46.8% | 162,783 | +51.8% | 0.13% | +57.8% |
| Q4 2021 | $5,473,000 | +444.0% | 107,202 | +450.8% | 0.08% | +418.8% |
| Q3 2021 | $1,006,000 | -69.0% | 19,464 | -68.9% | 0.02% | -67.3% |
| Q2 2021 | $3,243,000 | +123.7% | 62,566 | +117.5% | 0.05% | -25.8% |
| Q2 2015 | $1,450,000 | -0.6% | 28,760 | 0.0% | 0.07% | 0.0% |
| Q1 2015 | $1,459,000 | +0.8% | 28,760 | 0.0% | 0.07% | -2.9% |
| Q4 2014 | $1,447,000 | +0.1% | 28,760 | 0.0% | 0.07% | -4.2% |
| Q3 2014 | $1,445,000 | +68.2% | 28,760 | +69.2% | 0.07% | +65.1% |
| Q2 2014 | $859,000 | – | 17,000 | – | 0.04% | – |
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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% |