ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 91 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,110,739 | +1.8% | 40,803 | +5.5% | 0.02% | +4.5% |
| Q2 2023 | $2,073,968 | +16.3% | 38,679 | +11.2% | 0.02% | +10.0% |
| Q1 2023 | $1,783,592 | +6.3% | 34,795 | +3.0% | 0.02% | 0.0% |
| Q4 2022 | $1,678,160 | +29.2% | 33,793 | +16.5% | 0.02% | +17.6% |
| Q3 2022 | $1,299,000 | +88.5% | 29,014 | +97.5% | 0.02% | +88.9% |
| Q2 2022 | $689,000 | – | 14,690 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 3,227,971 | $169,307,000 | 14.30% |
| Clearwater Capital Advisors, LLC | 496,021 | $26,016,000 | 3.25% |
| Financial Management Professionals, Inc. | 193,165 | $10,131,000 | 2.71% |
| Wade Financial Advisory, Inc | 67,951 | $3,564,000 | 2.25% |
| Ullmann Wealth Partners Group, LLC | 84,702 | $4,443,000 | 1.98% |
| Beirne Wealth Consulting Services, LLC | 56,114 | $2,943,000 | 1.73% |
| MERCER GLOBAL ADVISORS INC /ADV | 3,536,499 | $185,489,000 | 1.69% |
| CWM, LLC | 3,587,331 | $196,765,000 | 1.57% |
| Integrated Wealth Concepts LLC | 494,613 | $25,942,000 | 1.06% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 122,361 | $6,418,000 | 0.79% |