ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 166 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $48,210 | -0.6% | 1,000 | 0.0% | 0.02% | -20.0% |
| Q1 2023 | $48,480 | +1.3% | 1,000 | 0.0% | 0.02% | -7.4% |
| Q4 2022 | $47,860 | -25.2% | 1,000 | -26.5% | 0.03% | -30.8% |
| Q3 2022 | $64,000 | -3.0% | 1,360 | 0.0% | 0.04% | -2.5% |
| Q2 2022 | $66,000 | -1.5% | 1,360 | 0.0% | 0.04% | +2.6% |
| Q1 2022 | $67,000 | -2.9% | 1,360 | 0.0% | 0.04% | -4.9% |
| Q4 2021 | $69,000 | -1.4% | 1,360 | 0.0% | 0.04% | -18.0% |
| Q2 2021 | $70,000 | 0.0% | 1,360 | 0.0% | 0.05% | -15.3% |
| Q1 2021 | $70,000 | -1.4% | 1,360 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $71,000 | 0.0% | 1,360 | 0.0% | 0.06% | -16.9% |
| Q3 2020 | $71,000 | 0.0% | 1,360 | 0.0% | 0.07% | -9.0% |
| Q2 2020 | $71,000 | +4.4% | 1,360 | 0.0% | 0.08% | -16.1% |
| Q1 2020 | $68,000 | -2.9% | 1,360 | 0.0% | 0.09% | +19.2% |
| Q3 2019 | $70,000 | +1.4% | 1,360 | 0.0% | 0.08% | -1.3% |
| Q2 2019 | $69,000 | 0.0% | 1,360 | 0.0% | 0.08% | +8.2% |
| Q1 2019 | $69,000 | +3.0% | 1,360 | 0.0% | 0.07% | -6.4% |
| Q4 2018 | $67,000 | – | 1,360 | – | 0.08% | – |
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% |