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 2022 | $1,500,000 | -13.5% | 31,640 | -11.6% | 0.01% | -7.1% |
| Q2 2022 | $1,734,000 | -8.8% | 35,774 | -7.2% | 0.01% | +7.7% |
| Q1 2022 | $1,902,000 | +38.6% | 38,543 | +43.5% | 0.01% | +44.4% |
| Q4 2021 | $1,372,000 | +35.0% | 26,868 | +36.7% | 0.01% | +28.6% |
| Q3 2021 | $1,016,000 | +92.1% | 19,651 | +93.9% | 0.01% | +40.0% |
| Q4 2020 | $529,000 | -6.5% | 10,137 | -6.6% | 0.01% | -16.7% |
| Q3 2020 | $566,000 | +3.3% | 10,856 | +3.2% | 0.01% | -14.3% |
| Q2 2020 | $548,000 | +14.9% | 10,522 | +10.5% | 0.01% | 0.0% |
| Q1 2020 | $477,000 | -1.9% | 9,522 | 0.0% | 0.01% | +40.0% |
| Q4 2019 | $486,000 | +13.3% | 9,522 | +13.1% | 0.01% | 0.0% |
| Q3 2019 | $429,000 | 0.0% | 8,422 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $429,000 | +14.7% | 8,422 | +13.5% | 0.01% | 0.0% |
| Q1 2019 | $374,000 | +19.9% | 7,422 | +17.8% | 0.01% | +25.0% |
| Q4 2018 | $312,000 | -0.3% | 6,300 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $313,000 | – | 6,300 | – | 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% |