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 2023 | $235,856 | -12.3% | 4,559 | -7.0% | 0.00% | -33.3% |
| Q2 2021 | $269,000 | -16.2% | 4,901 | -19.9% | 0.01% | -33.3% |
| Q1 2021 | $321,000 | +55.8% | 6,122 | +11.0% | 0.01% | +12.5% |
| Q3 2020 | $206,000 | -42.1% | 5,515 | -44.7% | 0.01% | -46.7% |
| Q2 2020 | $356,000 | -31.8% | 9,971 | -43.1% | 0.02% | -46.4% |
| Q1 2020 | $522,000 | -47.0% | 17,509 | -23.7% | 0.03% | -33.3% |
| Q4 2019 | $984,000 | +18.3% | 22,939 | +9.8% | 0.04% | +13.5% |
| Q3 2019 | $832,000 | +38.0% | 20,894 | +39.2% | 0.04% | +37.0% |
| Q2 2019 | $603,000 | +21.3% | 15,014 | +20.6% | 0.03% | +8.0% |
| Q1 2019 | $497,000 | +17.8% | 12,448 | +5.7% | 0.02% | 0.0% |
| Q4 2018 | $422,000 | -3.9% | 11,778 | +17.1% | 0.02% | +13.6% |
| Q3 2018 | $439,000 | +81.4% | 10,059 | +64.2% | 0.02% | +46.7% |
| Q4 2017 | $242,000 | – | 6,125 | – | 0.02% | – |
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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% |