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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $639 | -3.5% | 12,345 | 0.0% | 0.01% | +11.1% |
Q2 2023 | $662 | +4.6% | 12,345 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $633 | +3.3% | 12,345 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $613 | -99.9% | 12,345 | 0.0% | 0.01% | -10.0% |
Q3 2022 | $553,000 | -4.5% | 12,345 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $579,000 | -14.1% | 12,345 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $674,000 | -4.7% | 12,345 | 0.0% | 0.01% | -16.7% |
Q4 2021 | $707,000 | +6.5% | 12,345 | 0.0% | 0.01% | -7.7% |
Q3 2021 | $664,000 | -1.9% | 12,345 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $677,000 | +4.6% | 12,345 | 0.0% | 0.01% | -7.1% |
Q1 2021 | $647,000 | +14.5% | 12,345 | 0.0% | 0.01% | +7.7% |
Q4 2020 | $565,000 | +22.8% | 12,345 | 0.0% | 0.01% | +8.3% |
Q3 2020 | $460,000 | +4.3% | 12,345 | 0.0% | 0.01% | -7.7% |
Q2 2020 | $441,000 | +19.8% | 12,345 | 0.0% | 0.01% | +8.3% |
Q1 2020 | $368,000 | -30.6% | 12,345 | 0.0% | 0.01% | -7.7% |
Q4 2019 | $530,000 | +7.7% | 12,345 | 0.0% | 0.01% | -18.8% |
Q3 2019 | $492,000 | -1.0% | 12,345 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $497,000 | +0.4% | 12,345 | 0.0% | 0.02% | -23.8% |
Q1 2019 | $495,000 | +12.0% | 12,345 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $442,000 | – | 12,345 | – | 0.02% | – |
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% |