ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 127 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |