ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 203 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,530,000 | -15.3% | 72,834 | -13.8% | 0.13% | -7.7% |
| Q1 2022 | $4,168,000 | +17.9% | 84,449 | +22.0% | 0.14% | +10.9% |
| Q4 2021 | $3,535,000 | -22.5% | 69,244 | -21.6% | 0.13% | -26.9% |
| Q3 2021 | $4,564,000 | +19.7% | 88,304 | +20.1% | 0.18% | +21.5% |
| Q2 2021 | $3,812,000 | +2.4% | 73,544 | +2.3% | 0.14% | -2.7% |
| Q1 2021 | $3,721,000 | -0.7% | 71,869 | +0.1% | 0.15% | -15.4% |
| Q4 2020 | $3,748,000 | +1.8% | 71,769 | +1.6% | 0.18% | -6.4% |
| Q3 2020 | $3,683,000 | 0.0% | 70,669 | 0.0% | 0.19% | +2.2% |
| Q2 2020 | $3,683,000 | – | 70,669 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 679,268 | $33,529,000 | 6.96% |
| Probity Advisors, Inc. | 571,859 | $28,227,000 | 5.82% |
| Destiny Wealth Partners, LLC | 456,601 | $22,538,000 | 4.39% |
| Mandatum Life Insurance Co Ltd | 423,075 | $20,883,000 | 3.86% |
| Buffington Mohr McNeal | 343,968 | $16,978,000 | 3.21% |
| DAGCO, INC. | 142,019 | $6,933,000 | 3.14% |
| GDS Wealth Management | 259,910 | $12,741,000 | 2.80% |
| CAMDEN NATIONAL BANK | 305,071 | $15,058,000 | 2.73% |
| Wolff Financial Management LLC | 138,938 | $6,858,000 | 2.72% |
| Curi Wealth Management, LLC | 306,539 | $15,130,000 | 2.62% |