ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 32 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $250,000 | +3.7% | 4,799 | 0.0% | 0.01% | -8.3% |
| Q1 2020 | $241,000 | -50.8% | 4,799 | -50.0% | 0.01% | -33.3% |
| Q4 2019 | $490,000 | -48.1% | 9,598 | -48.1% | 0.02% | -60.9% |
| Q3 2019 | $945,000 | +285.7% | 18,487 | +285.2% | 0.05% | +283.3% |
| Q2 2019 | $245,000 | -50.1% | 4,799 | -50.7% | 0.01% | -55.6% |
| Q1 2019 | $491,000 | +1.9% | 9,737 | 0.0% | 0.03% | -12.9% |
| Q4 2018 | $482,000 | -11.7% | 9,737 | -11.5% | 0.03% | +29.2% |
| Q3 2018 | $546,000 | 0.0% | 11,003 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $546,000 | -0.2% | 11,003 | 0.0% | 0.02% | -4.0% |
| Q1 2018 | $547,000 | -1.1% | 11,003 | 0.0% | 0.02% | +4.2% |
| Q4 2017 | $553,000 | -0.7% | 11,003 | 0.0% | 0.02% | -4.0% |
| Q3 2017 | $557,000 | +0.2% | 11,003 | 0.0% | 0.02% | -3.8% |
| Q2 2017 | $556,000 | 0.0% | 11,003 | 0.0% | 0.03% | -3.7% |
| Q1 2017 | $556,000 | +0.7% | 11,003 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $552,000 | -1.4% | 11,003 | 0.0% | 0.03% | -12.9% |
| Q3 2016 | $560,000 | -0.2% | 11,003 | 0.0% | 0.03% | -6.1% |
| Q2 2016 | $561,000 | – | 11,003 | – | 0.03% | – |
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% |