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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $647,000 | -4.1% | 12,390 | -4.4% | 0.03% | -13.5% |
| Q3 2020 | $675,000 | -7.0% | 12,958 | -10.5% | 0.04% | -15.9% |
| Q1 2020 | $726,000 | +6.0% | 14,480 | +7.8% | 0.04% | +33.3% |
| Q4 2019 | $685,000 | -3.0% | 13,430 | -2.7% | 0.03% | -8.3% |
| Q3 2019 | $706,000 | +4.0% | 13,800 | +3.6% | 0.04% | +5.9% |
| Q2 2019 | $679,000 | -0.6% | 13,318 | -1.6% | 0.03% | +6.2% |
| Q1 2019 | $683,000 | -13.0% | 13,533 | -14.4% | 0.03% | 0.0% |
| Q3 2018 | $785,000 | -4.0% | 15,815 | -4.1% | 0.03% | -11.1% |
| Q2 2018 | $818,000 | +3.2% | 16,490 | +3.4% | 0.04% | 0.0% |
| Q1 2018 | $793,000 | +0.1% | 15,945 | +1.2% | 0.04% | +5.9% |
| Q4 2017 | $792,000 | +3.1% | 15,760 | +3.9% | 0.03% | -2.9% |
| Q3 2017 | $768,000 | -0.1% | 15,165 | -0.4% | 0.04% | -2.8% |
| Q2 2017 | $769,000 | +10.3% | 15,230 | +10.1% | 0.04% | +12.5% |
| Q1 2017 | $697,000 | +3.9% | 13,830 | +3.4% | 0.03% | 0.0% |
| Q4 2016 | $671,000 | -5.8% | 13,370 | -4.5% | 0.03% | -5.9% |
| Q3 2016 | $712,000 | +1.1% | 14,000 | +1.4% | 0.03% | +9.7% |
| Q2 2016 | $704,000 | +10.7% | 13,810 | +9.6% | 0.03% | +6.9% |
| Q1 2016 | $636,000 | +0.8% | 12,600 | +1896.8% | 0.03% | -6.5% |
| Q4 2015 | $631,000 | – | 631 | – | 0.03% | – |
Download | ||||||
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% |