ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 116 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Services, Inc, | 3,227,971 | $169,307,000 | 14.30% |
Clearwater Capital Advisors, LLC | 496,021 | $26,016,000 | 3.25% |
Financial Management Professionals, Inc. | 193,165 | $10,131,000 | 2.71% |
Wade Financial Advisory, Inc | 67,951 | $3,564,000 | 2.25% |
Ullmann Wealth Partners Group, LLC | 84,702 | $4,443,000 | 1.98% |
Beirne Wealth Consulting Services, LLC | 56,114 | $2,943,000 | 1.73% |
MERCER GLOBAL ADVISORS INC /ADV | 3,536,499 | $185,489,000 | 1.69% |
CWM, LLC | 3,587,331 | $196,765,000 | 1.57% |
Integrated Wealth Concepts LLC | 494,613 | $25,942,000 | 1.06% |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 122,361 | $6,418,000 | 0.79% |