ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 119 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
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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% |