ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 44 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mandatum Life Insurance Co Ltd | 797,338 | $39,596,000 | 7.51% |
Matthew Goff Investment Advisor, LLC | 192,807 | $9,575,000 | 3.84% |
KCS Wealth Advisory | 71,509 | $3,551,000 | 3.30% |
Asset Planning Services, Ltd. | 118,613 | $5,852,000 | 2.78% |
Probity Advisors, Inc. | 167,975 | $8,342,000 | 2.71% |
Summit X, LLC | 93,169 | $4,623,000 | 2.27% |
Leicht Financial Planning & Wealth Management, Inc. | 35,536 | $1,765,000 | 2.10% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 61,805 | $3,069,000 | 1.76% |
JACOBSON & SCHMITT ADVISORS, LLC | 31,075 | $1,543,000 | 0.96% |
Buffington Mohr McNeal | 51,368 | $2,551,000 | 0.88% |