ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 5 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $17,000 | +6.2% | 390 | 0.0% | 0.00% | – |
| Q3 2019 | $16,000 | 0.0% | 390 | 0.0% | 0.00% | – |
| Q2 2019 | $16,000 | -76.5% | 390 | -77.0% | 0.00% | -100.0% |
| Q1 2019 | $68,000 | +44.7% | 1,694 | +29.9% | 0.00% | – |
| Q4 2018 | $47,000 | -26.6% | 1,304 | -11.3% | 0.00% | -100.0% |
| Q3 2018 | $64,000 | +12.3% | 1,470 | +1.4% | 0.00% | 0.0% |
| Q2 2018 | $57,000 | 0.0% | 1,450 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $57,000 | -24.0% | 1,450 | -23.7% | 0.00% | 0.0% |
| Q4 2017 | $75,000 | -3.8% | 1,900 | -7.3% | 0.00% | 0.0% |
| Q3 2017 | $78,000 | +39.3% | 2,050 | +32.3% | 0.00% | 0.0% |
| Q2 2017 | $56,000 | -26.3% | 1,550 | -27.9% | 0.00% | 0.0% |
| Q1 2017 | $76,000 | +22.6% | 2,150 | +22.9% | 0.00% | 0.0% |
| Q4 2016 | $62,000 | +129.6% | 1,750 | +104.9% | 0.00% | – |
| Q3 2016 | $27,000 | +8.0% | 854 | +0.2% | 0.00% | – |
| Q2 2016 | $25,000 | 0.0% | 852 | +0.2% | 0.00% | – |
| Q1 2016 | $25,000 | 0.0% | 850 | +0.1% | 0.00% | – |
| Q4 2015 | $25,000 | – | 849 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TMD & ASSOCIATES, INC | 193,956 | $8,429,000 | 6.01% |
| Lucia Wealth Services, LLC | 237,798 | $10,335,000 | 3.22% |
| Smart Money Group LLC | 38,390 | $1,668,000 | 1.51% |
| CWM, LLC | 303,524 | $13,191,000 | 0.34% |
| Tillar-Wenstrup Advisors, LLC | 12,863 | $559,000 | 0.30% |
| Trilogy Capital Inc. | 56,065 | $2,437,000 | 0.30% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 12,031 | $523,000 | 0.30% |
| Integrated Wealth Concepts LLC | 22,888 | $988,000 | 0.30% |
| Mosaic Family Wealth, LLC | 10,355 | $413,000 | 0.17% |
| Partnervest Advisory Services LLC | 7,327 | $318,000 | 0.13% |