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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $556,000 | +23.3% | 10,763 | +23.8% | 0.04% | +23.3% |
| Q2 2021 | $451,000 | +0.2% | 8,695 | +0.0% | 0.03% | -9.1% |
| Q1 2021 | $450,000 | -3.4% | 8,693 | -2.6% | 0.03% | -8.3% |
| Q4 2020 | $466,000 | -14.3% | 8,925 | -14.6% | 0.04% | -25.0% |
| Q3 2020 | $544,000 | -0.7% | 10,449 | -0.6% | 0.05% | -9.4% |
| Q2 2020 | $548,000 | +33.0% | 10,509 | +28.0% | 0.05% | +12.8% |
| Q1 2020 | $412,000 | -73.0% | 8,209 | -72.5% | 0.05% | -67.1% |
| Q4 2019 | $1,526,000 | +109.6% | 29,903 | +110.2% | 0.14% | +83.3% |
| Q3 2019 | $728,000 | +2.2% | 14,229 | +1.8% | 0.08% | +5.4% |
| Q2 2019 | $712,000 | +49.9% | 13,977 | +48.5% | 0.07% | +42.3% |
| Q1 2019 | $475,000 | +78.6% | 9,412 | +74.9% | 0.05% | +57.6% |
| Q4 2018 | $266,000 | – | 5,380 | – | 0.03% | – |
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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% |