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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,652 | +47.8% | 55 | +48.6% | 0.00% | – |
| Q1 2023 | $1,794 | -89.4% | 37 | -88.4% | 0.00% | – |
| Q1 2021 | $17,000 | 0.0% | 320 | 0.0% | 0.00% | – |
| Q4 2020 | $17,000 | -61.4% | 320 | -62.4% | 0.00% | – |
| Q3 2020 | $44,000 | -54.6% | 850 | -54.2% | 0.00% | – |
| Q2 2020 | $97,000 | 0.0% | 1,854 | -4.3% | 0.00% | – |
| Q1 2020 | $97,000 | -2.0% | 1,937 | 0.0% | 0.00% | – |
| Q4 2019 | $99,000 | -25.6% | 1,937 | -25.4% | 0.00% | – |
| Q3 2019 | $133,000 | -6.3% | 2,598 | -7.0% | 0.00% | – |
| Q2 2019 | $142,000 | +61.4% | 2,793 | +59.5% | 0.00% | – |
| Q1 2019 | $88,000 | +1.1% | 1,751 | +0.2% | 0.00% | – |
| Q4 2018 | $87,000 | +85.1% | 1,748 | +85.2% | 0.00% | – |
| Q3 2018 | $47,000 | 0.0% | 944 | +0.3% | 0.00% | – |
| Q2 2018 | $47,000 | +20.5% | 941 | +21.0% | 0.00% | – |
| Q1 2018 | $39,000 | -15.2% | 778 | -15.5% | 0.00% | – |
| Q4 2017 | $46,000 | +130.0% | 921 | +132.0% | 0.00% | – |
| Q3 2017 | $20,000 | 0.0% | 397 | +0.5% | 0.00% | – |
| Q2 2017 | $20,000 | +11.1% | 395 | +11.3% | 0.00% | – |
| Q3 2016 | $18,000 | +260.0% | 355 | +255.0% | 0.00% | – |
| Q1 2016 | $5,000 | – | 100 | – | 0.00% | – |
Download | ||||||
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% |