ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 75 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $0 | – | 0 | – | 0.00% | – |
Q1 2021 | $0 | – | 0 | – | 0.00% | – |
Q4 2020 | $0 | – | 0 | – | 0.00% | – |
Q3 2020 | $0 | – | 0 | – | 0.00% | – |
Q2 2020 | $0 | – | 0 | – | 0.00% | – |
Q1 2020 | $0 | – | 0 | – | 0.00% | – |
Q4 2019 | $0 | – | 0 | – | 0.00% | – |
Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q1 2019 | $6,000 | -66.7% | 140 | -72.2% | 0.00% | 0.0% |
Q4 2018 | $18,000 | -18.2% | 504 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $22,000 | +4.8% | 504 | +1.2% | 0.00% | 0.0% |
Q2 2018 | $21,000 | -89.6% | 498 | -90.2% | 0.00% | -88.9% |
Q1 2018 | $201,000 | 0.0% | 5,097 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $201,000 | -8.6% | 5,097 | -11.6% | 0.01% | 0.0% |
Q3 2017 | $220,000 | +5400.0% | 5,764 | +5140.0% | 0.01% | – |
Q2 2017 | $4,000 | -33.3% | 110 | -21.4% | 0.00% | -100.0% |
Q1 2016 | $6,000 | – | 140 | – | 0.00% | – |
Download |
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% |