ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 16 filers reported holding ISHARES TR in Q2 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, | 3,877,546 | $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% |