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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,516,000 | +7.5% | 88,504 | +7.8% | 0.03% | 0.0% |
| Q3 2019 | $4,200,000 | -2.1% | 82,115 | -2.5% | 0.03% | -6.1% |
| Q2 2019 | $4,292,000 | +199.1% | 84,199 | +195.8% | 0.03% | +175.0% |
| Q1 2019 | $1,435,000 | +119.1% | 28,467 | +114.9% | 0.01% | +100.0% |
| Q4 2018 | $655,000 | +13.1% | 13,247 | +13.6% | 0.01% | 0.0% |
| Q3 2018 | $579,000 | +48.8% | 11,661 | +48.5% | 0.01% | +20.0% |
| Q2 2018 | $389,000 | +67.7% | 7,850 | +68.5% | 0.01% | +66.7% |
| Q1 2018 | $232,000 | -24.9% | 4,658 | -24.2% | 0.00% | -25.0% |
| Q4 2017 | $309,000 | -25.0% | 6,143 | -24.5% | 0.00% | -33.3% |
| Q3 2017 | $412,000 | +0.5% | 8,133 | +0.1% | 0.01% | -14.3% |
| Q2 2017 | $410,000 | +17.5% | 8,128 | +17.4% | 0.01% | 0.0% |
| Q1 2017 | $349,000 | +3.3% | 6,924 | +2.9% | 0.01% | -12.5% |
| Q4 2016 | $338,000 | +3.0% | 6,730 | +4.2% | 0.01% | 0.0% |
| Q3 2016 | $328,000 | +21.5% | 6,461 | +20.9% | 0.01% | +14.3% |
| Q2 2016 | $270,000 | – | 5,344 | – | 0.01% | – |
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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% |