ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 203 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $731,916 | -54.8% | 15,266 | -54.5% | 0.01% | -7.7% |
| Q2 2023 | $1,617,524 | +81.2% | 33,572 | +83.8% | 0.01% | -13.3% |
| Q1 2023 | $892,676 | +16.5% | 18,266 | +13.9% | 0.02% | +15.4% |
| Q4 2022 | $766,096 | -7.9% | 16,032 | -8.6% | 0.01% | -13.3% |
| Q3 2022 | $832,000 | -5.5% | 17,531 | -1.9% | 0.02% | +15.4% |
| Q1 2022 | $880,000 | -6.8% | 17,867 | -3.6% | 0.01% | -13.3% |
| Q4 2021 | $944,000 | -3.2% | 18,540 | -2.0% | 0.02% | -6.2% |
| Q3 2021 | $975,000 | -46.9% | 18,920 | -46.7% | 0.02% | -30.4% |
| Q2 2021 | $1,836,000 | +194.7% | 35,522 | +194.5% | 0.02% | +35.3% |
| Q1 2021 | $623,000 | +5.4% | 12,060 | +6.3% | 0.02% | -26.1% |
| Q4 2020 | $591,000 | +72.8% | 11,344 | +72.7% | 0.02% | +35.3% |
| Q3 2020 | $342,000 | – | 6,567 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 679,268 | $33,529,000 | 6.96% |
| Probity Advisors, Inc. | 571,859 | $28,227,000 | 5.82% |
| Destiny Wealth Partners, LLC | 456,601 | $22,538,000 | 4.39% |
| Mandatum Life Insurance Co Ltd | 423,075 | $20,883,000 | 3.86% |
| Buffington Mohr McNeal | 343,968 | $16,978,000 | 3.21% |
| DAGCO, INC. | 142,019 | $6,933,000 | 3.14% |
| GDS Wealth Management | 259,910 | $12,741,000 | 2.80% |
| CAMDEN NATIONAL BANK | 305,071 | $15,058,000 | 2.73% |
| Wolff Financial Management LLC | 138,938 | $6,858,000 | 2.72% |
| Curi Wealth Management, LLC | 306,539 | $15,130,000 | 2.62% |