ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 127 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $345,000 | -90.8% | 6,876 | -87.8% | 0.02% | -88.5% |
| Q4 2019 | $3,738,000 | +853.6% | 56,136 | +631.0% | 0.14% | +768.8% |
| Q3 2019 | $392,000 | -16.2% | 7,679 | -16.5% | 0.02% | -15.8% |
| Q2 2019 | $468,000 | -97.8% | 9,197 | -94.6% | 0.02% | -97.9% |
| Q1 2019 | $21,258,000 | -52.9% | 168,813 | -75.4% | 0.91% | -59.5% |
| Q4 2018 | $45,171,000 | +273.4% | 686,433 | +462.5% | 2.24% | +345.2% |
| Q3 2018 | $12,097,000 | +1625.7% | 122,042 | +766.0% | 0.50% | +1427.3% |
| Q1 2018 | $701,000 | -47.2% | 14,093 | -46.6% | 0.03% | -44.1% |
| Q4 2017 | $1,327,000 | -97.3% | 26,386 | -97.3% | 0.06% | -97.5% |
| Q3 2017 | $49,659,000 | +5228.2% | 983,005 | +5227.4% | 2.40% | +5110.9% |
| Q2 2017 | $932,000 | +29.3% | 18,452 | +29.0% | 0.05% | -14.8% |
| Q1 2017 | $721,000 | – | 14,302 | – | 0.05% | – |
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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% |