ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 117 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $176,000 | -68.9% | 3,492 | -69.4% | 0.09% | -74.2% |
| Q4 2018 | $566,000 | -6.0% | 11,419 | -5.8% | 0.36% | +3.5% |
| Q3 2018 | $602,000 | +6.0% | 12,117 | +5.9% | 0.34% | -4.7% |
| Q2 2018 | $568,000 | -2.4% | 11,447 | -2.1% | 0.36% | -4.2% |
| Q1 2018 | $582,000 | +179.8% | 11,693 | +183.4% | 0.38% | +142.3% |
| Q1 2017 | $208,000 | – | 4,126 | – | 0.16% | – |
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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% |