ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 82 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
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% |