ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 59 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,159,727 | -40.4% | 44,999 | -40.2% | 0.00% | -100.0% |
| Q2 2023 | $3,625,826 | +721.4% | 75,209 | +726.0% | 0.00% | – |
| Q1 2023 | $441,410 | -33.1% | 9,105 | -28.8% | 0.00% | – |
| Q3 2021 | $660,000 | -98.1% | 12,780 | -98.1% | 0.00% | -100.0% |
| Q2 2021 | $34,614,000 | +344.1% | 667,846 | +329.6% | 0.01% | +100.0% |
| Q1 2020 | $7,794,000 | +213.9% | 155,454 | +220.2% | 0.00% | +300.0% |
| Q3 2019 | $2,483,000 | -16.8% | 48,552 | -17.1% | 0.00% | 0.0% |
| Q2 2019 | $2,985,000 | +413.8% | 58,567 | +408.9% | 0.00% | – |
| Q1 2019 | $581,000 | +86.2% | 11,509 | +86.1% | 0.00% | – |
| Q2 2017 | $312,000 | -35.4% | 6,183 | -35.5% | 0.00% | – |
| Q1 2017 | $483,000 | -26.5% | 9,581 | -25.7% | 0.00% | -100.0% |
| Q2 2016 | $657,000 | – | 12,890 | – | 0.00% | – |
Download | ||||||
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% |