ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 147 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $806,000 | -19.3% | 17,007 | -17.5% | 0.05% | -18.0% |
| Q2 2022 | $999,000 | +336.2% | 20,607 | +365.2% | 0.06% | +510.0% |
| Q1 2021 | $229,000 | -0.9% | 4,430 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $231,000 | 0.0% | 4,430 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $231,000 | +0.4% | 4,430 | +0.5% | 0.01% | -7.7% |
| Q2 2020 | $230,000 | -81.0% | 4,410 | -81.4% | 0.01% | -78.7% |
| Q4 2019 | $1,211,000 | +78.6% | 23,725 | +78.9% | 0.06% | +60.5% |
| Q3 2019 | $678,000 | – | 13,262 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 666,313 | $34,435,000 | 7.79% |
| B, B, H, & B INC. | 141,890 | $7,333,000 | 6.68% |
| Wolff Financial Management LLC | 145,035 | $7,495,000 | 6.51% |
| Curi Wealth Management, LLC | 264,653 | $13,677,000 | 6.29% |
| Probity Advisors, Inc. | 489,831 | $25,314,000 | 5.23% |
| Destiny Wealth Partners, LLC | 395,225 | $20,425,000 | 4.10% |
| Mandatum Life Insurance Co Ltd | 423,075 | $21,865,000 | 4.05% |
| Asset Planning Services, Ltd. | 143,618 | $7,422,000 | 3.56% |
| Buffington Mohr McNeal | 321,569 | $16,619,000 | 3.19% |
| Rosenberg Matthew Hamilton | 154,748 | $7,997,000 | 3.16% |