ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 117 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $6,336,000 | +0.2% | 124,150 | +0.4% | 0.04% | -9.1% |
| Q3 2019 | $6,325,000 | +2.6% | 123,693 | +2.3% | 0.04% | -2.2% |
| Q2 2019 | $6,165,000 | +728.6% | 120,957 | +720.3% | 0.04% | +650.0% |
| Q1 2019 | $744,000 | +2.8% | 14,745 | +0.7% | 0.01% | -14.3% |
| Q4 2018 | $724,000 | -2.0% | 14,637 | -1.6% | 0.01% | +16.7% |
| Q3 2018 | $739,000 | +9.2% | 14,875 | +9.2% | 0.01% | 0.0% |
| Q2 2018 | $677,000 | 0.0% | 13,624 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $677,000 | +19.0% | 13,624 | +20.2% | 0.01% | +20.0% |
| Q4 2017 | $569,000 | +279.3% | 11,333 | +283.3% | 0.01% | +150.0% |
| Q3 2017 | $150,000 | +23.0% | 2,957 | +21.9% | 0.00% | +100.0% |
| Q2 2017 | $122,000 | +481.0% | 2,425 | +473.3% | 0.00% | – |
| Q1 2017 | $21,000 | -69.1% | 423 | -68.7% | 0.00% | -100.0% |
| Q4 2016 | $68,000 | -1.4% | 1,353 | +0.4% | 0.00% | 0.0% |
| Q3 2016 | $69,000 | +40.8% | 1,348 | +40.9% | 0.00% | 0.0% |
| Q2 2016 | $49,000 | -63.4% | 957 | -64.0% | 0.00% | -50.0% |
| Q1 2016 | $134,000 | -99.5% | 2,662 | -99.5% | 0.00% | -99.6% |
| Q4 2015 | $25,363,000 | +9.3% | 504,846 | +9.4% | 0.47% | -2.1% |
| Q3 2015 | $23,213,000 | +112.2% | 461,495 | +112.7% | 0.48% | +137.1% |
| Q2 2015 | $10,937,000 | +145.4% | 216,965 | +147.0% | 0.20% | +137.6% |
| Q1 2015 | $4,456,000 | +13403.0% | 87,829 | +13247.9% | 0.08% | +8400.0% |
| Q4 2014 | $33,000 | – | 658 | – | 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% |