ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 32 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2017 | $4,195,000 | -13.4% | 82,865 | -13.5% | 0.02% | -19.4% |
Q2 2017 | $4,842,000 | +125.4% | 95,841 | +125.0% | 0.03% | +121.4% |
Q1 2017 | $2,148,000 | +19.3% | 42,603 | +18.8% | 0.01% | +7.7% |
Q4 2016 | $1,800,000 | +1.6% | 35,863 | +3.0% | 0.01% | -7.1% |
Q3 2016 | $1,772,000 | – | 34,825 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pensionmark Financial Group, LLC | 666,313 | $34,435,000 | 7.79% |
B, B, H, & B INC. | 141,890 | $7,333,000 | 6.68% |
Wolff Financial Management LLC | 145,035 | $7,495,000 | 6.51% |
Curi Wealth Management, LLC | 264,653 | $13,677,000 | 6.29% |
Probity Advisors, Inc. | 489,831 | $25,314,000 | 5.23% |
Destiny Wealth Partners, LLC | 395,225 | $20,425,000 | 4.10% |
Mandatum Life Insurance Co Ltd | 423,075 | $21,865,000 | 4.05% |
Asset Planning Services, Ltd. | 143,618 | $7,422,000 | 3.56% |
Buffington Mohr McNeal | 321,569 | $16,619,000 | 3.19% |
Rosenberg Matthew Hamilton | 154,748 | $7,997,000 | 3.16% |