ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 207 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,001,639 | +11.5% | 312,567 | +12.0% | 1.75% | +10.5% |
Q2 2023 | $13,451,478 | +6.5% | 279,018 | +7.1% | 1.58% | -4.2% |
Q1 2023 | $12,625,032 | -10.2% | 260,417 | -11.3% | 1.65% | -20.3% |
Q4 2022 | $14,054,301 | -0.3% | 293,654 | -1.3% | 2.08% | -9.9% |
Q3 2022 | $14,100,000 | +11.8% | 297,469 | +14.3% | 2.30% | +11.3% |
Q2 2022 | $12,611,000 | +15863.3% | 260,233 | +16124.0% | 2.07% | +17150.0% |
Q1 2022 | $79,000 | +97.5% | 1,604 | +107.2% | 0.01% | +100.0% |
Q4 2021 | $40,000 | -34.4% | 774 | -34.5% | 0.01% | -40.0% |
Q3 2021 | $61,000 | -20.8% | 1,182 | -20.1% | 0.01% | -23.1% |
Q2 2021 | $77,000 | +51.0% | 1,479 | +49.7% | 0.01% | +30.0% |
Q1 2021 | $51,000 | +64.5% | 988 | +67.7% | 0.01% | +42.9% |
Q4 2020 | $31,000 | +19.2% | 589 | +17.8% | 0.01% | +16.7% |
Q3 2020 | $26,000 | 0.0% | 500 | 0.0% | 0.01% | -25.0% |
Q2 2020 | $26,000 | -33.3% | 500 | -34.7% | 0.01% | -65.2% |
Q1 2019 | $39,000 | -98.8% | 766 | -98.8% | 0.02% | -99.0% |
Q4 2018 | $3,216,000 | +4.8% | 64,937 | +5.1% | 2.33% | +32.3% |
Q3 2018 | $3,069,000 | +16.0% | 61,805 | +16.0% | 1.76% | +13.6% |
Q2 2018 | $2,645,000 | +17.7% | 53,299 | +17.9% | 1.55% | +7.9% |
Q1 2018 | $2,248,000 | +55.9% | 45,197 | +57.5% | 1.44% | +47.0% |
Q4 2017 | $1,442,000 | +41.1% | 28,696 | +42.2% | 0.98% | +66.8% |
Q3 2017 | $1,022,000 | +151.7% | 20,186 | +151.0% | 0.59% | +125.8% |
Q2 2017 | $406,000 | +235.5% | 8,043 | +236.2% | 0.26% | +198.9% |
Q1 2017 | $121,000 | – | 2,392 | – | 0.09% | – |
Download |
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% |