ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 97 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $30,000 | -6.2% | 675 | +0.4% | 0.02% | 0.0% |
Q2 2022 | $32,000 | -13.5% | 672 | +0.3% | 0.02% | -13.6% |
Q1 2022 | $37,000 | +117.6% | 670 | +126.4% | 0.02% | +120.0% |
Q4 2021 | $17,000 | +6.2% | 296 | +0.7% | 0.01% | -9.1% |
Q2 2021 | $16,000 | +6.7% | 294 | +0.3% | 0.01% | -15.4% |
Q1 2021 | $15,000 | +15.4% | 293 | 0.0% | 0.01% | +18.2% |
Q4 2020 | $13,000 | – | 293 | – | 0.01% | – |
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% |