ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 70 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $568,000 | +21.6% | 12,684 | +27.4% | 0.01% | -10.0% |
| Q2 2022 | $467,000 | -14.0% | 9,958 | +0.1% | 0.01% | +100.0% |
| Q1 2022 | $543,000 | +320.9% | 9,950 | +341.4% | 0.01% | +150.0% |
| Q4 2021 | $129,000 | -27.5% | 2,254 | -31.8% | 0.00% | -60.0% |
| Q3 2021 | $178,000 | -71.6% | 3,307 | -71.1% | 0.01% | -68.8% |
| Q2 2021 | $627,000 | +1293.3% | 11,432 | +1246.5% | 0.02% | +1500.0% |
| Q1 2021 | $45,000 | -33.8% | 849 | -43.1% | 0.00% | -50.0% |
| Q4 2020 | $68,000 | -94.0% | 1,492 | -95.1% | 0.00% | -83.3% |
| Q3 2020 | $1,124,000 | +37366.7% | 30,169 | +30373.7% | 0.01% | – |
| Q3 2016 | $3,000 | -85.0% | 99 | -85.5% | 0.00% | -100.0% |
| Q4 2015 | $20,000 | – | 684 | – | 0.00% | – |
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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% |