ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 66 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 ↓ |
|---|---|---|---|
| TMD & ASSOCIATES, INC | 193,956 | $8,429,000 | 6.01% |
| Lucia Wealth Services, LLC | 237,798 | $10,335,000 | 3.22% |
| Smart Money Group LLC | 38,390 | $1,668,000 | 1.51% |
| CWM, LLC | 303,524 | $13,191,000 | 0.34% |
| Tillar-Wenstrup Advisors, LLC | 12,863 | $559,000 | 0.30% |
| Trilogy Capital Inc. | 56,065 | $2,437,000 | 0.30% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 12,031 | $523,000 | 0.30% |
| Integrated Wealth Concepts LLC | 22,888 | $988,000 | 0.30% |
| Mosaic Family Wealth, LLC | 10,355 | $413,000 | 0.17% |
| Partnervest Advisory Services LLC | 7,327 | $318,000 | 0.13% |