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 | $398,000 | -2.2% | 8,408 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $407,000 | -1.9% | 8,408 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $415,000 | +60.9% | 8,408 | +66.2% | 0.00% | – |
| Q4 2021 | $258,000 | -1.5% | 5,060 | -0.2% | 0.00% | – |
| Q3 2021 | $262,000 | 0.0% | 5,070 | +0.3% | 0.00% | – |
| Q2 2021 | $262,000 | 0.0% | 5,055 | -0.1% | 0.00% | -100.0% |
| Q1 2021 | $262,000 | +1.6% | 5,060 | +2.4% | 0.00% | 0.0% |
| Q4 2020 | $258,000 | +1.6% | 4,941 | +1.4% | 0.00% | 0.0% |
| Q3 2020 | $254,000 | -1.6% | 4,873 | -1.6% | 0.00% | 0.0% |
| Q2 2020 | $258,000 | 0.0% | 4,950 | -3.8% | 0.00% | 0.0% |
| Q1 2020 | $258,000 | +11.7% | 5,146 | +13.5% | 0.00% | 0.0% |
| Q4 2019 | $231,000 | 0.0% | 4,533 | +0.4% | 0.00% | 0.0% |
| Q3 2019 | $231,000 | 0.0% | 4,517 | -0.3% | 0.00% | 0.0% |
| Q2 2019 | $231,000 | +0.9% | 4,532 | -0.2% | 0.00% | 0.0% |
| Q1 2019 | $229,000 | +2.2% | 4,539 | +0.4% | 0.00% | 0.0% |
| Q4 2018 | $224,000 | -0.4% | 4,523 | -0.2% | 0.00% | 0.0% |
| Q3 2018 | $225,000 | +0.4% | 4,533 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $224,000 | – | 4,533 | – | 0.00% | – |
Download | ||||||
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% |