ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 81 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $24,027,000 | +2349.2% | 19,233 | +2.2% | 0.39% | +8.5% |
| Q2 2020 | $981,000 | -50.5% | 18,818 | -52.3% | 0.36% | -60.7% |
| Q1 2020 | $1,980,000 | +62.8% | 39,412 | +65.1% | 0.92% | +104.4% |
| Q4 2019 | $1,216,000 | -49.7% | 23,869 | -49.3% | 0.45% | -53.4% |
| Q3 2019 | $2,416,000 | -25.2% | 47,117 | -25.9% | 0.97% | -26.5% |
| Q2 2019 | $3,228,000 | -22.6% | 63,549 | -23.2% | 1.32% | -26.1% |
| Q1 2019 | $4,170,000 | -17.9% | 82,709 | -19.6% | 1.78% | -39.1% |
| Q4 2018 | $5,078,000 | +9.8% | 102,841 | +10.4% | 2.93% | +29.0% |
| Q3 2018 | $4,623,000 | +87.9% | 93,169 | +88.0% | 2.27% | +65.5% |
| Q2 2018 | $2,460,000 | +23.5% | 49,550 | +23.2% | 1.37% | +14.7% |
| Q1 2018 | $1,992,000 | +74.9% | 40,218 | +78.6% | 1.20% | +65.7% |
| Q4 2017 | $1,139,000 | +19.3% | 22,519 | +20.1% | 0.72% | +14.1% |
| Q3 2017 | $955,000 | +23.7% | 18,744 | +22.5% | 0.63% | +14.9% |
| Q2 2017 | $772,000 | – | 15,305 | – | 0.55% | – |
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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% |