ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 209 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $29,000 | -3.3% | 567 | +0.4% | 0.02% | -5.6% |
| Q4 2020 | $30,000 | +3.4% | 565 | +0.7% | 0.02% | -21.7% |
| Q3 2020 | $29,000 | 0.0% | 561 | +0.5% | 0.02% | -4.2% |
| Q2 2020 | $29,000 | +3.6% | 558 | +0.5% | 0.02% | -11.1% |
| Q1 2020 | $28,000 | 0.0% | 555 | +0.5% | 0.03% | +50.0% |
| Q4 2019 | $28,000 | -24.3% | 552 | -22.7% | 0.02% | -28.0% |
| Q3 2019 | $37,000 | -21.3% | 714 | -22.6% | 0.02% | -24.2% |
| Q2 2019 | $47,000 | +2.2% | 922 | +0.5% | 0.03% | 0.0% |
| Q1 2019 | $46,000 | +2.2% | 917 | +0.3% | 0.03% | -19.5% |
| Q4 2018 | $45,000 | -2.2% | 914 | -1.5% | 0.04% | +32.3% |
| Q3 2018 | $46,000 | 0.0% | 928 | 0.0% | 0.03% | -36.7% |
| Q2 2018 | $46,000 | -8.0% | 928 | -7.5% | 0.05% | +25.6% |
| Q1 2018 | $50,000 | 0.0% | 1,003 | +0.1% | 0.04% | +11.4% |
| Q4 2017 | $50,000 | -5.7% | 1,002 | -4.0% | 0.04% | -10.3% |
| Q3 2017 | $53,000 | 0.0% | 1,044 | +0.1% | 0.04% | -4.9% |
| Q2 2017 | $53,000 | -96.0% | 1,043 | -96.1% | 0.04% | -96.0% |
| Q1 2017 | $1,333,000 | +3.4% | 26,449 | +3.0% | 1.02% | -2.9% |
| Q4 2016 | $1,289,000 | – | 25,684 | – | 1.05% | – |
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% |