Private Ocean, LLC - ISHARES TR ownership

ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 83 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,156
-3.5%
1190.0%0.00%0.0%
Q2 2023$6,381
+4.6%
1190.0%0.00%0.0%
Q1 2023$6,100
+3.2%
1190.0%0.00%0.0%
Q4 2022$5,910
+18.2%
1190.0%0.00%0.0%
Q3 2022$5,0000.0%1190.0%0.00%0.0%
Q2 2022$5,000
-16.7%
1190.0%0.00%0.0%
Q1 2022$6,000
-14.3%
1190.0%0.00%0.0%
Q4 2021$7,000
+16.7%
1190.0%0.00%0.0%
Q3 2021$6,000
-14.3%
1190.0%0.00%0.0%
Q2 2021$7,000
+16.7%
1190.0%0.00%0.0%
Q1 2021$6,000
+20.0%
1190.0%0.00%0.0%
Q4 2020$5,000
+25.0%
1190.0%0.00%0.0%
Q3 2020$4,0001190.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 3,446,932$197,337,00014.68%
Addison Advisors LLC 125,972$7,212,0004.46%
Financial Management Professionals, Inc. 339,395$19,430,0004.12%
Clearwater Capital Advisors, LLC 487,626$27,917,0003.08%
Wade Financial Advisory, Inc 73,999$4,236,0002.20%
Ullmann Wealth Partners Group, LLC 131,229$7,513,0002.01%
Wayfinding Financial, LLC 47,792$2,451,0001.96%
MERCER GLOBAL ADVISORS INC /ADV 4,367,926$250,064,0001.54%
Beirne Wealth Consulting Services, LLC 44,125$2,528,0001.38%
CWM, LLC 3,417,755$195,666,0001.38%
View complete list of ISHARES TR shareholders