ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 151 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,323 | -25.8% | 27,570 | -25.5% | 0.01% | -25.0% |
| Q2 2023 | $1,784 | -2.3% | 37,008 | -1.7% | 0.01% | -11.1% |
| Q1 2023 | $1,826 | -4.1% | 37,660 | -5.4% | 0.01% | -10.0% |
| Q4 2022 | $1,904 | -99.9% | 39,789 | +31.0% | 0.01% | +25.0% |
| Q3 2022 | $1,440,000 | -49.0% | 30,382 | -47.9% | 0.01% | -46.7% |
| Q2 2022 | $2,824,000 | +94.9% | 58,281 | +98.6% | 0.02% | +114.3% |
| Q1 2022 | $1,449,000 | -21.9% | 29,351 | -19.3% | 0.01% | -12.5% |
| Q4 2021 | $1,856,000 | +12.2% | 36,353 | +13.6% | 0.01% | 0.0% |
| Q3 2021 | $1,654,000 | -0.2% | 32,006 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $1,657,000 | +21.0% | 31,968 | +20.9% | 0.01% | +14.3% |
| Q1 2021 | $1,369,000 | -15.6% | 26,431 | -14.9% | 0.01% | -22.2% |
| Q4 2020 | $1,622,000 | +10.6% | 31,056 | +10.3% | 0.01% | -10.0% |
| Q3 2020 | $1,467,000 | +43.1% | 28,146 | +43.1% | 0.01% | +25.0% |
| Q2 2020 | $1,025,000 | -22.8% | 19,666 | -25.7% | 0.01% | -38.5% |
| Q1 2020 | $1,328,000 | +462.7% | 26,481 | +472.3% | 0.01% | +550.0% |
| Q4 2019 | $236,000 | -70.7% | 4,627 | -70.6% | 0.00% | -71.4% |
| Q3 2019 | $805,000 | +8.6% | 15,734 | +8.2% | 0.01% | 0.0% |
| Q2 2019 | $741,000 | -68.0% | 14,538 | -68.4% | 0.01% | -68.2% |
| Q1 2019 | $2,318,000 | -3.1% | 45,947 | -4.8% | 0.02% | -15.4% |
| Q4 2018 | $2,392,000 | -19.9% | 48,288 | -19.8% | 0.03% | -10.3% |
| Q3 2018 | $2,988,000 | +9.5% | 60,178 | +9.5% | 0.03% | 0.0% |
| Q2 2018 | $2,728,000 | +1.4% | 54,960 | +1.6% | 0.03% | -3.3% |
| Q1 2018 | $2,690,000 | +840.6% | 54,083 | +851.5% | 0.03% | +900.0% |
| Q4 2017 | $286,000 | +40.2% | 5,684 | +40.8% | 0.00% | 0.0% |
| Q3 2017 | $204,000 | +0.5% | 4,037 | +0.1% | 0.00% | 0.0% |
| Q1 2017 | $203,000 | – | 4,031 | – | 0.00% | – |
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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% |