ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 125 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $283,171 | -0.4% | 5,900 | 0.0% | 0.00% | – |
| Q2 2023 | $284,439 | +152.2% | 5,900 | +153.7% | 0.00% | – |
| Q1 2023 | $112,764 | -5.2% | 2,326 | -6.4% | 0.00% | – |
| Q4 2022 | $118,932 | -13.2% | 2,485 | -14.2% | 0.00% | – |
| Q3 2022 | $137,000 | +38.4% | 2,896 | +41.5% | 0.00% | – |
| Q2 2022 | $99,000 | -2.0% | 2,046 | 0.0% | 0.00% | – |
| Q1 2022 | $101,000 | -54.3% | 2,046 | -52.8% | 0.00% | – |
| Q4 2021 | $221,000 | -15.0% | 4,333 | -14.0% | 0.00% | – |
| Q3 2021 | $260,000 | +23.2% | 5,040 | +23.9% | 0.00% | – |
| Q2 2021 | $211,000 | +3.9% | 4,067 | +3.9% | 0.00% | – |
| Q1 2021 | $203,000 | +20.1% | 3,913 | +20.8% | 0.00% | – |
| Q4 2020 | $169,000 | +17.4% | 3,239 | +16.8% | 0.00% | – |
| Q3 2020 | $144,000 | +51.6% | 2,772 | +52.7% | 0.00% | – |
| Q2 2020 | $95,000 | +25.0% | 1,815 | +20.2% | 0.00% | – |
| Q1 2020 | $76,000 | -1.3% | 1,510 | 0.0% | 0.00% | – |
| Q4 2019 | $77,000 | -53.0% | 1,510 | -52.8% | 0.00% | – |
| Q3 2019 | $164,000 | +0.6% | 3,200 | 0.0% | 0.00% | – |
| Q2 2019 | $163,000 | -18.1% | 3,200 | -18.8% | 0.00% | – |
| Q1 2019 | $199,000 | +8.7% | 3,943 | +6.5% | 0.00% | – |
| Q4 2018 | $183,000 | -0.5% | 3,703 | 0.0% | 0.00% | – |
| Q3 2018 | $184,000 | +318.2% | 3,703 | +314.7% | 0.00% | – |
| Q2 2018 | $44,000 | +83.3% | 893 | +82.2% | 0.00% | – |
| Q1 2018 | $24,000 | -78.2% | 490 | -77.6% | 0.00% | – |
| Q4 2017 | $110,000 | +155.8% | 2,185 | +155.3% | 0.00% | – |
| Q3 2017 | $43,000 | +7.5% | 856 | +9.0% | 0.00% | – |
| Q2 2017 | $40,000 | 0.0% | 785 | 0.0% | 0.00% | – |
| Q1 2017 | $40,000 | +2.6% | 785 | 0.0% | 0.00% | – |
| Q4 2016 | $39,000 | -2.5% | 785 | 0.0% | 0.00% | – |
| Q3 2016 | $40,000 | – | 785 | – | 0.00% | – |
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% |