ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 230 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $5,895,000 | -1.2% | 115,483 | 0.0% | 0.16% | -8.2% |
| Q3 2021 | $5,968,000 | +296.0% | 115,483 | +284.2% | 0.17% | +167.2% |
| Q1 2020 | $1,507,000 | +8.7% | 30,055 | +7.4% | 0.06% | +36.2% |
| Q4 2018 | $1,386,000 | -44.5% | 27,990 | -44.3% | 0.05% | -36.5% |
| Q3 2018 | $2,497,000 | +0.0% | 50,275 | 0.0% | 0.07% | -2.6% |
| Q2 2018 | $2,496,000 | -16.9% | 50,275 | -16.7% | 0.08% | -21.6% |
| Q1 2018 | $3,003,000 | – | 60,375 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 679,268 | $33,529,000 | 6.96% |
| Probity Advisors, Inc. | 571,859 | $28,227,000 | 5.82% |
| Destiny Wealth Partners, LLC | 456,601 | $22,538,000 | 4.39% |
| Mandatum Life Insurance Co Ltd | 423,075 | $20,883,000 | 3.86% |
| Buffington Mohr McNeal | 343,968 | $16,978,000 | 3.21% |
| DAGCO, INC. | 142,019 | $6,933,000 | 3.14% |
| GDS Wealth Management | 259,910 | $12,741,000 | 2.80% |
| CAMDEN NATIONAL BANK | 305,071 | $15,058,000 | 2.73% |
| Wolff Financial Management LLC | 138,938 | $6,858,000 | 2.72% |
| Curi Wealth Management, LLC | 306,539 | $15,130,000 | 2.62% |