ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 107 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $444,000 | -11.9% | 8,950 | -11.7% | 0.18% | -3.7% |
| Q3 2018 | $504,000 | -1.9% | 10,139 | -2.0% | 0.19% | +7.4% |
| Q2 2018 | $514,000 | +1.6% | 10,347 | +2.0% | 0.18% | -29.9% |
| Q1 2018 | $506,000 | +105.7% | 10,149 | +107.2% | 0.25% | +153.5% |
| Q4 2017 | $246,000 | +1950.0% | 4,897 | +1949.0% | 0.10% | +1550.0% |
| Q1 2017 | $12,000 | – | 239 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 666,313 | $34,435,000 | 7.79% |
| B, B, H, & B INC. | 141,890 | $7,333,000 | 6.68% |
| Wolff Financial Management LLC | 145,035 | $7,495,000 | 6.51% |
| Curi Wealth Management, LLC | 264,653 | $13,677,000 | 6.29% |
| Probity Advisors, Inc. | 489,831 | $25,314,000 | 5.23% |
| Destiny Wealth Partners, LLC | 395,225 | $20,425,000 | 4.10% |
| Mandatum Life Insurance Co Ltd | 423,075 | $21,865,000 | 4.05% |
| Asset Planning Services, Ltd. | 143,618 | $7,422,000 | 3.56% |
| Buffington Mohr McNeal | 321,569 | $16,619,000 | 3.19% |
| Rosenberg Matthew Hamilton | 154,748 | $7,997,000 | 3.16% |