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, | 3,877,546 | $200,585,469 | 15.61% |
| Ullmann Wealth Partners Group, LLC | 465,840 | $24,097,894 | 4.50% |
| Financial Management Professionals, Inc. | 443,337 | $22,934 | 4.03% |
| Clearwater Capital Advisors, LLC | 456,504 | $23,614,952 | 2.89% |
| GEM Asset Management, LLC | 62,099 | $3,212,385 | 2.54% |
| Acropolis Investment Management, LLC | 626,500 | $32,408,846 | 2.51% |
| CORA CAPITAL ADVISORS LLC | 72,030 | $3,726,112 | 2.50% |
| Addison Advisors LLC | 96,504 | $4,992,153 | 2.32% |
| Wade Financial Advisory, Inc | 101,837 | $5,268,023 | 2.26% |
| GYL FINANCIAL SYNERGIES, LLC | 257,518 | $13,321,426 | 1.29% |