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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,489,000 | +26.0% | 68,348 | +27.5% | 0.51% | +12.2% |
| Q3 2021 | $2,769,000 | -0.7% | 53,586 | -0.4% | 0.46% | -3.2% |
| Q2 2021 | $2,789,000 | +0.9% | 53,804 | +0.8% | 0.47% | -9.6% |
| Q1 2021 | $2,764,000 | -2.1% | 53,380 | -1.3% | 0.52% | -9.5% |
| Q4 2020 | $2,824,000 | -1.0% | 54,087 | -1.2% | 0.58% | -14.5% |
| Q3 2020 | $2,853,000 | -4.5% | 54,748 | -4.5% | 0.68% | -12.8% |
| Q2 2020 | $2,987,000 | – | 57,314 | – | 0.78% | – |
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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% |