ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 43 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $250,000 | -4.6% | 4,573 | 0.0% | 0.02% | +5.0% |
| Q4 2021 | $262,000 | +6.5% | 4,573 | 0.0% | 0.02% | -55.6% |
| Q3 2021 | $246,000 | -2.0% | 4,573 | 0.0% | 0.04% | +36.4% |
| Q2 2021 | $251,000 | +7.7% | 4,573 | +2.7% | 0.03% | -5.7% |
| Q1 2021 | $233,000 | +3.1% | 4,451 | -15.6% | 0.04% | -7.9% |
| Q4 2019 | $226,000 | +4.6% | 5,275 | -1.7% | 0.04% | -19.1% |
| Q2 2019 | $216,000 | +0.5% | 5,365 | 0.0% | 0.05% | -11.3% |
| Q1 2019 | $215,000 | -7.7% | 5,365 | 0.0% | 0.05% | -7.0% |
| Q3 2018 | $233,000 | +4.0% | 5,365 | 0.0% | 0.06% | -5.0% |
| Q2 2018 | $224,000 | +7.2% | 5,365 | 0.0% | 0.06% | -7.7% |
| Q1 2018 | $209,000 | – | 5,365 | – | 0.06% | – |
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% |