ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 68 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $303,655 | -1.6% | 5,870 | +2.0% | 0.02% | -5.9% |
| Q2 2023 | $308,583 | +5.0% | 5,755 | +0.3% | 0.02% | 0.0% |
| Q1 2023 | $293,976 | +1.5% | 5,735 | -1.7% | 0.02% | 0.0% |
| Q4 2022 | $289,766 | +11.0% | 5,835 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $261,000 | +2.0% | 5,835 | +6.9% | 0.02% | +6.2% |
| Q2 2022 | $256,000 | -12.3% | 5,457 | +1.9% | 0.02% | -15.8% |
| Q1 2022 | $292,000 | -4.6% | 5,357 | +0.1% | 0.02% | 0.0% |
| Q4 2021 | $306,000 | +3.7% | 5,352 | -2.4% | 0.02% | -5.0% |
| Q3 2021 | $295,000 | 0.0% | 5,483 | +2.1% | 0.02% | -13.0% |
| Q2 2021 | $295,000 | +5.4% | 5,370 | +0.8% | 0.02% | -62.9% |
| Q1 2021 | $280,000 | +4.5% | 5,330 | -9.0% | 0.06% | -6.1% |
| Q4 2020 | $268,000 | +22.9% | 5,859 | 0.0% | 0.07% | 0.0% |
| Q3 2020 | $218,000 | -6.8% | 5,859 | -25.4% | 0.07% | -27.5% |
| Q1 2020 | $234,000 | – | 7,851 | – | 0.09% | – |
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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% |