ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 117 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |