ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 73 filers reported holding ISHARES TR in Q4 2019. 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, | 3,446,932 | $197,337,000 | 14.68% |
| Addison Advisors LLC | 125,972 | $7,212,000 | 4.46% |
| Financial Management Professionals, Inc. | 339,395 | $19,430,000 | 4.12% |
| Clearwater Capital Advisors, LLC | 487,626 | $27,917,000 | 3.08% |
| Wade Financial Advisory, Inc | 73,999 | $4,236,000 | 2.20% |
| Ullmann Wealth Partners Group, LLC | 131,229 | $7,513,000 | 2.01% |
| Wayfinding Financial, LLC | 47,792 | $2,451,000 | 1.96% |
| MERCER GLOBAL ADVISORS INC /ADV | 4,367,926 | $250,064,000 | 1.54% |
| Beirne Wealth Consulting Services, LLC | 44,125 | $2,528,000 | 1.38% |
| CWM, LLC | 3,417,755 | $195,666,000 | 1.38% |