ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 73 filers reported holding ISHARES TR in Q4 2019. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 3,877,546 | $200,585,469 | 15.61% |
| Ullmann Wealth Partners Group, LLC | 465,840 | $24,097,894 | 4.50% |
| Financial Management Professionals, Inc. | 443,337 | $22,934 | 4.03% |
| Clearwater Capital Advisors, LLC | 456,504 | $23,614,952 | 2.89% |
| GEM Asset Management, LLC | 62,099 | $3,212,385 | 2.54% |
| Acropolis Investment Management, LLC | 626,500 | $32,408,846 | 2.51% |
| CORA CAPITAL ADVISORS LLC | 72,030 | $3,726,112 | 2.50% |
| Addison Advisors LLC | 96,504 | $4,992,153 | 2.32% |
| Wade Financial Advisory, Inc | 101,837 | $5,268,023 | 2.26% |
| GYL FINANCIAL SYNERGIES, LLC | 257,518 | $13,321,426 | 1.29% |