Biltmore Capital Advisors 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
Biltmore Capital Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$429,000
+6.7%
7,4860.0%0.07%
-2.7%
Q3 2021$402,000
-4.1%
7,486
-2.0%
0.07%
-3.9%
Q2 2021$419,000
+27.7%
7,636
+22.1%
0.08%
+8.5%
Q1 2021$328,0006,2520.07%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 3,227,971$169,307,00014.30%
Clearwater Capital Advisors, LLC 496,021$26,016,0003.25%
Financial Management Professionals, Inc. 193,165$10,131,0002.71%
Wade Financial Advisory, Inc 67,951$3,564,0002.25%
Ullmann Wealth Partners Group, LLC 84,702$4,443,0001.98%
Beirne Wealth Consulting Services, LLC 56,114$2,943,0001.73%
MERCER GLOBAL ADVISORS INC /ADV 3,536,499$185,489,0001.69%
CWM, LLC 3,587,331$196,765,0001.57%
Integrated Wealth Concepts LLC 494,613$25,942,0001.06%
PHILLIPS FINANCIAL MANAGEMENT, LLC 122,361$6,418,0000.79%
View complete list of ISHARES TR shareholders