ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 88 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $409,000 | -15.0% | 7,847 | -18.2% | 0.18% | -35.3% |
| Q1 2020 | $481,000 | -42.8% | 9,589 | -41.8% | 0.27% | -34.9% |
| Q4 2019 | $841,000 | -24.3% | 16,484 | -24.1% | 0.42% | -32.6% |
| Q3 2019 | $1,111,000 | -73.6% | 21,723 | -73.7% | 0.62% | -74.5% |
| Q2 2019 | $4,203,000 | -28.1% | 82,464 | -28.8% | 2.44% | +30.2% |
| Q1 2019 | $5,844,000 | +260.1% | 115,828 | +253.4% | 1.87% | +59.6% |
| Q4 2018 | $1,623,000 | +5.2% | 32,774 | +5.5% | 1.17% | +21.6% |
| Q3 2018 | $1,543,000 | +40.5% | 31,075 | +40.4% | 0.96% | +32.6% |
| Q2 2018 | $1,098,000 | +53.4% | 22,131 | +53.6% | 0.73% | +49.9% |
| Q1 2018 | $716,000 | +24.5% | 14,404 | +25.9% | 0.48% | +25.0% |
| Q4 2017 | $575,000 | -43.5% | 11,444 | -43.1% | 0.39% | -42.8% |
| Q3 2017 | $1,018,000 | +46.5% | 20,101 | +46.1% | 0.68% | +44.3% |
| Q2 2017 | $695,000 | +41.8% | 13,763 | +41.5% | 0.47% | +37.8% |
| Q1 2017 | $490,000 | – | 9,728 | – | 0.34% | – |
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% |