ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 180 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $49,360,000 | -3.3% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $51,050,000 | -1.2% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $51,680,000 | +16956.1% | 1,000 | -82.8% | 0.00% | -89.5% |
| Q4 2020 | $303,000 | -25.4% | 5,800 | -25.5% | 0.04% | -30.9% |
| Q3 2020 | $406,000 | -4.7% | 7,790 | -4.7% | 0.06% | -20.3% |
| Q2 2020 | $426,000 | +3.9% | 8,170 | 0.0% | 0.07% | -19.8% |
| Q1 2020 | $410,000 | +8.5% | 8,170 | +10.4% | 0.09% | +32.3% |
| Q4 2019 | $378,000 | – | 7,400 | – | 0.06% | – |
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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% |