ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 125 filers reported holding ISHARES TR in Q2 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 ↓ |
|---|---|---|---|
| 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% |