ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 68 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
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, | 3,865,656 | $212,263,186 | 15.82% |
Financial Management Professionals, Inc. | 430,839 | $23,102 | 3.86% |
Ullmann Wealth Partners Group, LLC | 320,550 | $17,187,913 | 3.44% |
Clearwater Capital Advisors, LLC | 457,704 | $24,542,089 | 2.92% |
Addison Advisors LLC | 98,380 | $5,275,137 | 2.60% |
GEM Asset Management, LLC | 61,302 | $3,287,006 | 2.54% |
Acropolis Investment Management, LLC | 576,218 | $30,896,810 | 2.42% |
CORA CAPITAL ADVISORS LLC | 65,321 | $3,502,512 | 2.33% |
Wade Financial Advisory, Inc | 102,380 | $5,489,611 | 2.18% |
GYL FINANCIAL SYNERGIES, LLC | 262,752 | $14,088,789 | 1.28% |