ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 166 filers reported holding ISHARES TR in Q2 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 ↓ |
|---|---|---|---|
| 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% |