ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 117 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,594,000 | +11.0% | 31,787 | +13.0% | 1.15% | +56.3% |
| Q4 2019 | $1,436,000 | +11.7% | 28,134 | +11.9% | 0.73% | +5.0% |
| Q3 2019 | $1,286,000 | +2.6% | 25,146 | +2.0% | 0.70% | +3.3% |
| Q2 2019 | $1,254,000 | +52.9% | 24,662 | +51.8% | 0.68% | +44.8% |
| Q1 2019 | $820,000 | +33.1% | 16,246 | +30.6% | 0.47% | +21.3% |
| Q4 2018 | $616,000 | -6.1% | 12,436 | -5.9% | 0.38% | +70.4% |
| Q3 2018 | $656,000 | – | 13,210 | – | 0.23% | – |
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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% |