J.W. COLE ADVISORS, INC. - ISHARES TR ownership

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
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$210,116
-66.8%
4,334
-65.1%
0.02%
-63.4%
Q4 2021$633,000
-49.4%
12,404
-48.7%
0.04%
-58.6%
Q2 2021$1,252,000
-7.5%
24,163
-7.6%
0.10%
-23.8%
Q1 2021$1,353,000
+11.7%
26,139
+12.7%
0.13%
+3.2%
Q4 2020$1,211,00023,1890.13%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Pensionmark Financial Group, LLC 679,268$33,529,0006.96%
Probity Advisors, Inc. 571,859$28,227,0005.82%
Destiny Wealth Partners, LLC 456,601$22,538,0004.39%
Mandatum Life Insurance Co Ltd 423,075$20,883,0003.86%
Buffington Mohr McNeal 343,968$16,978,0003.21%
DAGCO, INC. 142,019$6,933,0003.14%
GDS Wealth Management 259,910$12,741,0002.80%
CAMDEN NATIONAL BANK 305,071$15,058,0002.73%
Wolff Financial Management LLC 138,938$6,858,0002.72%
Curi Wealth Management, LLC 306,539$15,130,0002.62%
View complete list of ISHARES TR shareholders