ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 147 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |