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
| 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 ↓ |
|---|---|---|---|
| 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% |