ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 153 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $126,000 | -22.7% | 2,469 | -21.7% | 0.02% | -59.0% |
| Q2 2021 | $163,000 | -35.8% | 3,154 | -37.9% | 0.06% | -64.1% |
| Q1 2020 | $254,000 | -15.6% | 5,076 | -14.0% | 0.17% | -1.7% |
| Q4 2019 | $301,000 | -16.6% | 5,902 | -16.5% | 0.17% | -24.8% |
| Q3 2019 | $361,000 | +10.1% | 7,071 | +9.8% | 0.23% | +3.6% |
| Q2 2019 | $328,000 | – | 6,441 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 296,705 | $14,696,000 | 6.59% |
| Epstein & White Financial LLC | 182,479 | $9,031,000 | 5.64% |
| Mandatum Life Insurance Co Ltd | 422,489 | $20,926,000 | 4.98% |
| Leicht Financial Planning & Wealth Management, Inc. | 73,044 | $3,612,000 | 4.77% |
| Probity Advisors, Inc. | 221,613 | $10,976,000 | 4.07% |
| Asset Planning Services, Ltd. | 134,685 | $6,671,000 | 3.38% |
| Summit X, LLC | 102,841 | $5,078,000 | 2.93% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 64,937 | $3,216,000 | 2.33% |
| Fiduciary Trust Co International of Pennsylvania | 686,433 | $45,171,000 | 2.24% |
| KCS Wealth Advisory | 40,730 | $2,017,000 | 2.13% |