ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 75 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $152,000 | -42.9% | 3,250 | -33.3% | 0.00% | -50.0% |
Q1 2022 | $266,000 | -42.4% | 4,869 | -39.7% | 0.00% | -33.3% |
Q4 2021 | $462,000 | -17.1% | 8,072 | -22.1% | 0.00% | -40.0% |
Q3 2021 | $557,000 | -42.5% | 10,356 | -41.3% | 0.01% | -44.4% |
Q2 2021 | $968,000 | +6.6% | 17,645 | +1.9% | 0.01% | -10.0% |
Q1 2021 | $908,000 | +63.0% | 17,318 | +47.1% | 0.01% | +42.9% |
Q4 2020 | $557,000 | – | 11,776 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Services, Inc, | 3,865,656 | $212,263,186 | 15.82% |
Financial Management Professionals, Inc. | 430,839 | $23,102 | 3.86% |
Ullmann Wealth Partners Group, LLC | 320,550 | $17,187,913 | 3.44% |
Clearwater Capital Advisors, LLC | 457,704 | $24,542,089 | 2.92% |
Addison Advisors LLC | 98,380 | $5,275,137 | 2.60% |
GEM Asset Management, LLC | 61,302 | $3,287,006 | 2.54% |
Acropolis Investment Management, LLC | 576,218 | $30,896,810 | 2.42% |
CORA CAPITAL ADVISORS LLC | 65,321 | $3,502,512 | 2.33% |
Wade Financial Advisory, Inc | 102,380 | $5,489,611 | 2.18% |
GYL FINANCIAL SYNERGIES, LLC | 262,752 | $14,088,789 | 1.28% |