ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 151 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,602,528 | -2.3% | 179,238 | -1.8% | 1.00% | +25.0% |
Q2 2023 | $8,802,388 | -2.3% | 182,584 | -1.7% | 0.80% | -25.7% |
Q1 2023 | $9,008,567 | +14199.3% | 185,820 | +15320.7% | 1.08% | +10670.0% |
Q2 2020 | $63,000 | -98.1% | 1,205 | -98.2% | 0.01% | -98.4% |
Q1 2020 | $3,393,000 | +2490.1% | 67,676 | +2465.4% | 0.64% | +2947.6% |
Q4 2018 | $131,000 | -39.4% | 2,638 | -39.5% | 0.02% | -62.5% |
Q3 2018 | $216,000 | – | 4,357 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pensionmark Financial Group, LLC | 679,268 | $33,529,000 | 6.96% |
Probity Advisors, Inc. | 571,859 | $28,227,000 | 5.82% |
Destiny Wealth Partners, LLC | 456,601 | $22,538,000 | 4.39% |
Mandatum Life Insurance Co Ltd | 423,075 | $20,883,000 | 3.86% |
Buffington Mohr McNeal | 343,968 | $16,978,000 | 3.21% |
DAGCO, INC. | 142,019 | $6,933,000 | 3.14% |
GDS Wealth Management | 259,910 | $12,741,000 | 2.80% |
CAMDEN NATIONAL BANK | 305,071 | $15,058,000 | 2.73% |
Wolff Financial Management LLC | 138,938 | $6,858,000 | 2.72% |
Curi Wealth Management, LLC | 306,539 | $15,130,000 | 2.62% |