ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 63 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
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, | 3,877,546 | $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% |