ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 81 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $21,000 | 0.0% | 438 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $21,000 | -4.5% | 438 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $22,000 | 0.0% | 438 | +3.1% | 0.00% | 0.0% |
| Q4 2021 | $22,000 | 0.0% | 425 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | -50.0% | 425 | -50.2% | 0.00% | -57.1% |
| Q2 2021 | $44,000 | +12.8% | 853 | +13.6% | 0.01% | -58.8% |
| Q1 2021 | $39,000 | +50.0% | 751 | +48.4% | 0.02% | +41.7% |
| Q4 2020 | $26,000 | +23.8% | 506 | +24.6% | 0.01% | +50.0% |
| Q3 2020 | $21,000 | 0.0% | 406 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $21,000 | +31.2% | 406 | +27.3% | 0.01% | +12.5% |
| Q1 2020 | $16,000 | -30.4% | 319 | -30.3% | 0.01% | -11.1% |
| Q4 2019 | $23,000 | -4.2% | 458 | -3.6% | 0.01% | -18.2% |
| Q3 2019 | $24,000 | -7.7% | 475 | -7.8% | 0.01% | -8.3% |
| Q2 2019 | $26,000 | +8.3% | 515 | +9.8% | 0.01% | +9.1% |
| Q1 2019 | $24,000 | +4.3% | 469 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $23,000 | -74.2% | 469 | -73.7% | 0.01% | -70.3% |
| Q3 2018 | $89,000 | 0.0% | 1,786 | 0.0% | 0.04% | -7.5% |
| Q2 2018 | $89,000 | +1.1% | 1,786 | +0.7% | 0.04% | -2.4% |
| Q1 2018 | $88,000 | -1.1% | 1,774 | 0.0% | 0.04% | +5.1% |
| Q4 2017 | $89,000 | +7.2% | 1,774 | +8.2% | 0.04% | -4.9% |
| Q3 2017 | $83,000 | 0.0% | 1,639 | 0.0% | 0.04% | -2.4% |
| Q2 2017 | $83,000 | +2.5% | 1,639 | +2.4% | 0.04% | 0.0% |
| Q1 2017 | $81,000 | +326.3% | 1,601 | +321.3% | 0.04% | +320.0% |
| Q4 2016 | $19,000 | – | 380 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 296,705 | $14,696,000 | 6.59% |
| Epstein & White Financial LLC | 182,479 | $9,031,000 | 5.64% |
| Mandatum Life Insurance Co Ltd | 422,489 | $20,926,000 | 4.98% |
| Leicht Financial Planning & Wealth Management, Inc. | 73,044 | $3,612,000 | 4.77% |
| Probity Advisors, Inc. | 221,613 | $10,976,000 | 4.07% |
| Asset Planning Services, Ltd. | 134,685 | $6,671,000 | 3.38% |
| Summit X, LLC | 102,841 | $5,078,000 | 2.93% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 64,937 | $3,216,000 | 2.33% |
| Fiduciary Trust Co International of Pennsylvania | 686,433 | $45,171,000 | 2.24% |
| KCS Wealth Advisory | 40,730 | $2,017,000 | 2.13% |