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 ↓ |
|---|---|---|---|
| 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% |