ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 67 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $790,000 | -4.9% | 15,473 | -4.8% | 0.03% | -20.6% |
| Q3 2019 | $831,000 | -9.4% | 16,253 | -9.7% | 0.03% | -8.1% |
| Q2 2019 | $917,000 | -20.5% | 17,997 | -21.2% | 0.04% | -24.5% |
| Q1 2019 | $1,153,000 | +7.4% | 22,851 | +5.3% | 0.05% | 0.0% |
| Q4 2018 | $1,074,000 | -12.8% | 21,693 | -12.6% | 0.05% | -10.9% |
| Q3 2018 | $1,232,000 | +15.6% | 24,813 | +15.5% | 0.06% | +10.0% |
| Q2 2018 | $1,066,000 | -21.0% | 21,479 | -20.8% | 0.05% | -13.8% |
| Q1 2018 | $1,349,000 | -14.1% | 27,115 | -13.2% | 0.06% | -14.7% |
| Q4 2017 | $1,570,000 | -16.4% | 31,233 | -15.8% | 0.07% | -13.9% |
| Q3 2017 | $1,877,000 | -2.1% | 37,073 | -2.4% | 0.08% | -3.7% |
| Q2 2017 | $1,918,000 | +11.1% | 37,969 | +10.8% | 0.08% | +12.3% |
| Q1 2017 | $1,727,000 | +3.3% | 34,274 | +2.9% | 0.07% | +1.4% |
| Q4 2016 | $1,672,000 | -50.1% | 33,314 | -49.4% | 0.07% | -48.6% |
| Q3 2016 | $3,348,000 | -12.1% | 65,820 | -11.9% | 0.14% | -14.6% |
| Q2 2016 | $3,808,000 | +514.2% | 74,740 | +508.5% | 0.16% | +530.8% |
| Q1 2016 | $620,000 | -3.9% | 12,283 | -4.3% | 0.03% | +13.0% |
| Q4 2015 | $645,000 | +34.9% | 12,841 | +35.1% | 0.02% | +35.3% |
| Q3 2015 | $478,000 | +31.3% | 9,503 | +31.7% | 0.02% | +41.7% |
| Q2 2015 | $364,000 | +5100.0% | 7,218 | +4947.6% | 0.01% | – |
| Q1 2015 | $7,000 | – | 143 | – | 0.00% | – |
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% |