ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 180 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,500,000 | -13.5% | 31,640 | -11.6% | 0.01% | -7.1% |
| Q2 2022 | $1,734,000 | -8.8% | 35,774 | -7.2% | 0.01% | +7.7% |
| Q1 2022 | $1,902,000 | +38.6% | 38,543 | +43.5% | 0.01% | +44.4% |
| Q4 2021 | $1,372,000 | +35.0% | 26,868 | +36.7% | 0.01% | +28.6% |
| Q3 2021 | $1,016,000 | +92.1% | 19,651 | +93.9% | 0.01% | +40.0% |
| Q4 2020 | $529,000 | -6.5% | 10,137 | -6.6% | 0.01% | -16.7% |
| Q3 2020 | $566,000 | +3.3% | 10,856 | +3.2% | 0.01% | -14.3% |
| Q2 2020 | $548,000 | +14.9% | 10,522 | +10.5% | 0.01% | 0.0% |
| Q1 2020 | $477,000 | -1.9% | 9,522 | 0.0% | 0.01% | +40.0% |
| Q4 2019 | $486,000 | +13.3% | 9,522 | +13.1% | 0.01% | 0.0% |
| Q3 2019 | $429,000 | 0.0% | 8,422 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $429,000 | +14.7% | 8,422 | +13.5% | 0.01% | 0.0% |
| Q1 2019 | $374,000 | +19.9% | 7,422 | +17.8% | 0.01% | +25.0% |
| Q4 2018 | $312,000 | -0.3% | 6,300 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $313,000 | – | 6,300 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 679,268 | $33,529,000 | 6.96% |
| Probity Advisors, Inc. | 571,859 | $28,227,000 | 5.82% |
| Destiny Wealth Partners, LLC | 456,601 | $22,538,000 | 4.39% |
| Mandatum Life Insurance Co Ltd | 423,075 | $20,883,000 | 3.86% |
| Buffington Mohr McNeal | 343,968 | $16,978,000 | 3.21% |
| DAGCO, INC. | 142,019 | $6,933,000 | 3.14% |
| GDS Wealth Management | 259,910 | $12,741,000 | 2.80% |
| CAMDEN NATIONAL BANK | 305,071 | $15,058,000 | 2.73% |
| Wolff Financial Management LLC | 138,938 | $6,858,000 | 2.72% |
| Curi Wealth Management, LLC | 306,539 | $15,130,000 | 2.62% |