ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 93 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,183,000 | +225.9% | 22,834 | +225.3% | 0.00% | – |
| Q1 2021 | $363,000 | -26.1% | 7,019 | -25.4% | 0.00% | – |
| Q4 2020 | $491,000 | +1.2% | 9,411 | +1.2% | 0.00% | – |
| Q3 2020 | $485,000 | -81.9% | 9,299 | -81.9% | 0.00% | -100.0% |
| Q2 2020 | $2,679,000 | -27.2% | 51,406 | -30.0% | 0.00% | -33.3% |
| Q1 2020 | $3,679,000 | +8.8% | 73,391 | +10.8% | 0.00% | +50.0% |
| Q4 2019 | $3,382,000 | +9.2% | 66,262 | +9.4% | 0.00% | 0.0% |
| Q3 2019 | $3,098,000 | +0.4% | 60,580 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,087,000 | +1.0% | 60,580 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,056,000 | +1.9% | 60,580 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000,000 | -0.3% | 60,580 | 0.0% | 0.00% | +100.0% |
| Q3 2018 | $3,008,000 | +20.0% | 60,580 | +20.0% | 0.00% | 0.0% |
| Q2 2018 | $2,506,000 | – | 50,496 | – | 0.00% | – |
Download | ||||||
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% |