White Lighthouse Investment Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 88 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
White Lighthouse Investment Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$394,000
-8.6%
7,940
-8.6%
0.20%
-15.2%
Q2 2018$431,000
-0.2%
8,6900.0%0.24%
-4.4%
Q1 2018$432,000
-0.5%
8,690
+0.7%
0.25%
-0.4%
Q4 2017$434,0008,6290.25%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 2,170,462$104,171,33411.59%
Pensionmark Financial Group, LLC 752,903$36,135,5957.16%
Probity Advisors, Inc. 594,531$28,534,5246.58%
Wiser Wealth Management, Inc 292,044$14,016,6455.70%
INTEGRAL INVESTMENT ADVISORS, INC. 132,897$6,378,4024.46%
GREENUP STREET WEALTH MANAGEMENT LLC 248,563$11,929,7893.90%
River Wealth Advisors LLC 354,876$17,032,2603.05%
Global Wealth Management Investment Advisory, Inc. 223,687$10,735,8573.01%
Coombe, Bender & Co LLC 75,947$3,645,0772.74%
DecisionPoint Financial, LLC 103,399$4,962,6362.60%
View complete list of ISHARES TR shareholders