ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 203 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $97,000 | -69.5% | 2,000 | -67.5% | 0.01% | -71.4% |
| Q1 2021 | $318,000 | -8.4% | 6,150 | -7.5% | 0.04% | -14.3% |
| Q4 2020 | $347,000 | +303.5% | 6,650 | +291.2% | 0.05% | +226.7% |
| Q1 2019 | $86,000 | -49.7% | 1,700 | -50.7% | 0.02% | -57.1% |
| Q4 2018 | $171,000 | 0.0% | 3,450 | 0.0% | 0.04% | +20.7% |
| Q3 2018 | $171,000 | 0.0% | 3,450 | 0.0% | 0.03% | -6.5% |
| Q2 2018 | $171,000 | +101.2% | 3,450 | +102.9% | 0.03% | +93.8% |
| Q1 2018 | $85,000 | – | 1,700 | – | 0.02% | – |
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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% |