ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 29 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 3,446,932 | $197,337,000 | 14.68% |
| Addison Advisors LLC | 125,972 | $7,212,000 | 4.46% |
| Financial Management Professionals, Inc. | 339,395 | $19,430,000 | 4.12% |
| Clearwater Capital Advisors, LLC | 487,626 | $27,917,000 | 3.08% |
| Wade Financial Advisory, Inc | 73,999 | $4,236,000 | 2.20% |
| Ullmann Wealth Partners Group, LLC | 131,229 | $7,513,000 | 2.01% |
| Wayfinding Financial, LLC | 47,792 | $2,451,000 | 1.96% |
| MERCER GLOBAL ADVISORS INC /ADV | 4,367,926 | $250,064,000 | 1.54% |
| Beirne Wealth Consulting Services, LLC | 44,125 | $2,528,000 | 1.38% |
| CWM, LLC | 3,417,755 | $195,666,000 | 1.38% |