ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 147 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 666,313 | $34,435,000 | 7.79% |
B, B, H, & B INC. | 141,890 | $7,333,000 | 6.68% |
Wolff Financial Management LLC | 145,035 | $7,495,000 | 6.51% |
Curi Wealth Management, LLC | 264,653 | $13,677,000 | 6.29% |
Probity Advisors, Inc. | 489,831 | $25,314,000 | 5.23% |
Destiny Wealth Partners, LLC | 395,225 | $20,425,000 | 4.10% |
Mandatum Life Insurance Co Ltd | 423,075 | $21,865,000 | 4.05% |
Asset Planning Services, Ltd. | 143,618 | $7,422,000 | 3.56% |
Buffington Mohr McNeal | 321,569 | $16,619,000 | 3.19% |
Rosenberg Matthew Hamilton | 154,748 | $7,997,000 | 3.16% |