ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 229 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,457 | -0.7% | 5,010 | -0.3% | 0.01% | 0.0% |
| Q2 2023 | $242,184 | -0.1% | 5,024 | +0.5% | 0.01% | -7.7% |
| Q1 2023 | $242,430 | -64.9% | 5,001 | -65.4% | 0.01% | -69.0% |
| Q4 2022 | $690,975 | -3.5% | 14,437 | -2.3% | 0.04% | -12.5% |
| Q3 2022 | $716,000 | 0.0% | 14,783 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $716,000 | +374.2% | 14,783 | +400.3% | 0.05% | +433.3% |
| Q4 2021 | $151,000 | -90.4% | 2,955 | -90.2% | 0.01% | -82.0% |
| Q3 2021 | $1,565,000 | +149.6% | 30,281 | +150.1% | 0.05% | +150.0% |
| Q2 2021 | $627,000 | -45.4% | 12,106 | -45.4% | 0.02% | -51.2% |
| Q1 2021 | $1,148,000 | – | 22,178 | – | 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% |