ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 151 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $399,000 | -76.8% | 7,973 | -76.4% | 0.39% | -75.4% |
| Q4 2019 | $1,721,000 | -45.6% | 33,721 | -45.5% | 1.57% | -48.1% |
| Q3 2019 | $3,162,000 | -40.1% | 61,838 | -40.3% | 3.02% | -41.5% |
| Q2 2019 | $5,276,000 | -8.7% | 103,514 | -9.7% | 5.17% | -13.3% |
| Q1 2019 | $5,780,000 | +60.0% | 114,578 | +56.9% | 5.96% | +24.9% |
| Q4 2018 | $3,612,000 | +104.6% | 73,044 | +105.5% | 4.77% | +127.7% |
| Q3 2018 | $1,765,000 | – | 35,536 | – | 2.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Seven Springs Wealth Group, LLC | 419,449 | $21,862,000 | 13.93% |
| Mandatum Life Insurance Co Ltd | 861,348 | $44,893,000 | 10.78% |
| Demars Financial Group, LLC | 224,044 | $11,677,000 | 9.69% |
| Probity Advisors, Inc. | 312,018 | $16,262,000 | 5.04% |
| Pensionmark Financial Group, LLC | 250,664 | $13,090,000 | 4.58% |
| Asset Planning Services, Ltd. | 184,209 | $9,601,000 | 4.15% |
| Wolff Financial Management LLC | 117,152 | $6,106,000 | 3.88% |
| Argent Wealth Management LLC | 423,588 | $22,094,000 | 3.67% |
| Walkner Condon Financial Advisors LLC | 66,656 | $3,474,000 | 3.06% |
| Mattern Wealth Management LLC | 79,215 | $4,129,000 | 2.01% |