ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 67 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $638,000 | +8.7% | 14,862 | +1.0% | 0.36% | +4.7% |
Q3 2019 | $587,000 | +2.8% | 14,717 | +3.9% | 0.34% | +5.6% |
Q2 2019 | $571,000 | +0.2% | 14,164 | -0.3% | 0.32% | -1.8% |
Q1 2019 | $570,000 | +15.4% | 14,212 | +3.1% | 0.33% | +0.9% |
Q4 2018 | $494,000 | -11.6% | 13,783 | +7.2% | 0.32% | +6.9% |
Q3 2018 | $559,000 | +25.1% | 12,863 | +20.3% | 0.30% | +22.1% |
Q2 2018 | $447,000 | +10.9% | 10,695 | +3.8% | 0.25% | +6.0% |
Q1 2018 | $403,000 | – | 10,301 | – | 0.24% | – |
Download |
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% |