ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 12 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $3,850,000 | +6.9% | 92,062 | 0.0% | 0.34% | +1.5% |
| Q1 2018 | $3,601,000 | -1.0% | 92,062 | 0.0% | 0.34% | -5.0% |
| Q4 2017 | $3,638,000 | +22.5% | 92,062 | +18.0% | 0.36% | +10.5% |
| Q3 2017 | $2,971,000 | +16.4% | 78,001 | +10.7% | 0.32% | +11.0% |
| Q2 2017 | $2,553,000 | +37.3% | 70,460 | +34.7% | 0.29% | +27.6% |
| Q1 2017 | $1,859,000 | – | 52,328 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 3,446,932 | $197,337,000 | 14.68% |
| Addison Advisors LLC | 125,972 | $7,212,000 | 4.46% |
| Financial Management Professionals, Inc. | 339,395 | $19,430,000 | 4.12% |
| Clearwater Capital Advisors, LLC | 487,626 | $27,917,000 | 3.08% |
| Wade Financial Advisory, Inc | 73,999 | $4,236,000 | 2.20% |
| Ullmann Wealth Partners Group, LLC | 131,229 | $7,513,000 | 2.01% |
| Wayfinding Financial, LLC | 47,792 | $2,451,000 | 1.96% |
| MERCER GLOBAL ADVISORS INC /ADV | 4,367,926 | $250,064,000 | 1.54% |
| Beirne Wealth Consulting Services, LLC | 44,125 | $2,528,000 | 1.38% |
| CWM, LLC | 3,417,755 | $195,666,000 | 1.38% |