ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 151 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 2020 | $8,000 | -100.0% | 145 | -100.0% | 0.00% | -100.0% |
| Q3 2020 | $21,569,000 | -1.3% | 413,843 | -1.3% | 13.56% | -2.7% |
| Q2 2020 | $21,862,000 | +8.3% | 419,449 | +4.2% | 13.93% | -2.0% |
| Q1 2020 | $20,181,000 | +19.3% | 402,499 | +21.5% | 14.22% | +23.9% |
| Q4 2019 | $16,911,000 | – | 331,333 | – | 11.48% | – |
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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% |