ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 29 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $219,000 | -90.3% | 4,796 | -91.5% | 0.00% | -100.0% |
| Q3 2019 | $2,263,000 | +7.3% | 56,728 | +8.4% | 0.00% | 0.0% |
| Q2 2019 | $2,109,000 | +10.2% | 52,341 | +9.7% | 0.00% | 0.0% |
| Q1 2019 | $1,914,000 | +101.3% | 47,718 | +79.7% | 0.00% | +50.0% |
| Q4 2018 | $951,000 | +297.9% | 26,556 | +383.6% | 0.00% | – |
| Q3 2018 | $239,000 | +3.9% | 5,491 | -0.2% | 0.00% | – |
| Q2 2018 | $230,000 | +8.5% | 5,502 | +1.3% | 0.00% | – |
| Q1 2018 | $212,000 | – | 5,432 | – | 0.00% | – |
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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% |