ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 67 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $632,000 | 0.0% | 12,745 | 0.0% | 0.04% | +27.6% |
| Q2 2018 | $632,000 | -50.7% | 12,745 | -50.6% | 0.03% | -65.1% |
| Q1 2018 | $1,281,000 | +7.3% | 25,788 | +8.4% | 0.08% | +27.7% |
| Q4 2017 | $1,194,000 | +19.2% | 23,795 | +20.0% | 0.06% | +32.7% |
| Q3 2017 | $1,002,000 | +0.1% | 19,835 | 0.0% | 0.05% | -19.7% |
| Q2 2017 | $1,001,000 | +0.1% | 19,835 | 0.0% | 0.06% | -4.7% |
| Q1 2017 | $1,000,000 | +0.6% | 19,835 | 0.0% | 0.06% | +3.2% |
| Q4 2016 | $994,000 | +23.0% | 19,835 | +24.8% | 0.06% | +29.2% |
| Q3 2016 | $808,000 | +22.6% | 15,889 | +22.8% | 0.05% | +11.6% |
| Q2 2016 | $659,000 | +45.2% | 12,941 | +43.9% | 0.04% | +43.3% |
| Q1 2016 | $454,000 | +81.6% | 8,990 | +79.8% | 0.03% | +50.0% |
| Q4 2015 | $250,000 | – | 5,000 | – | 0.02% | – |
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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% |