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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $534,000 | -47.1% | 10,468 | -46.4% | 0.12% | -50.6% |
| Q3 2021 | $1,009,000 | -75.5% | 19,518 | -75.4% | 0.25% | -76.4% |
| Q2 2021 | $4,116,000 | -16.6% | 79,413 | -16.7% | 1.04% | -24.9% |
| Q1 2021 | $4,938,000 | -1.6% | 95,361 | -0.8% | 1.39% | -6.8% |
| Q4 2020 | $5,018,000 | -1.7% | 96,101 | -1.9% | 1.49% | -8.3% |
| Q3 2020 | $5,106,000 | -4.1% | 97,967 | -4.1% | 1.63% | -6.7% |
| Q2 2020 | $5,323,000 | -44.4% | 102,136 | -47.0% | 1.75% | -54.5% |
| Q3 2018 | $9,575,000 | -8.1% | 192,807 | -8.0% | 3.84% | -12.2% |
| Q1 2018 | $10,422,000 | -2.9% | 209,529 | -1.9% | 4.37% | -5.4% |
| Q4 2017 | $10,737,000 | -6.1% | 213,623 | -5.4% | 4.62% | -5.9% |
| Q3 2017 | $11,430,000 | – | 225,807 | – | 4.91% | – |
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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% |