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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $398,000 | -2.2% | 8,408 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $407,000 | -1.9% | 8,408 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $415,000 | +60.9% | 8,408 | +66.2% | 0.00% | – |
| Q4 2021 | $258,000 | -1.5% | 5,060 | -0.2% | 0.00% | – |
| Q3 2021 | $262,000 | 0.0% | 5,070 | +0.3% | 0.00% | – |
| Q2 2021 | $262,000 | 0.0% | 5,055 | -0.1% | 0.00% | -100.0% |
| Q1 2021 | $262,000 | +1.6% | 5,060 | +2.4% | 0.00% | 0.0% |
| Q4 2020 | $258,000 | +1.6% | 4,941 | +1.4% | 0.00% | 0.0% |
| Q3 2020 | $254,000 | -1.6% | 4,873 | -1.6% | 0.00% | 0.0% |
| Q2 2020 | $258,000 | 0.0% | 4,950 | -3.8% | 0.00% | 0.0% |
| Q1 2020 | $258,000 | +11.7% | 5,146 | +13.5% | 0.00% | 0.0% |
| Q4 2019 | $231,000 | 0.0% | 4,533 | +0.4% | 0.00% | 0.0% |
| Q3 2019 | $231,000 | 0.0% | 4,517 | -0.3% | 0.00% | 0.0% |
| Q2 2019 | $231,000 | +0.9% | 4,532 | -0.2% | 0.00% | 0.0% |
| Q1 2019 | $229,000 | +2.2% | 4,539 | +0.4% | 0.00% | 0.0% |
| Q4 2018 | $224,000 | -0.4% | 4,523 | -0.2% | 0.00% | 0.0% |
| Q3 2018 | $225,000 | +0.4% | 4,533 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $224,000 | – | 4,533 | – | 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% |