ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 68 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $743,000 | -45.8% | 17,314 | -49.6% | 0.12% | -50.4% |
| Q3 2019 | $1,371,000 | -0.3% | 34,365 | +1.1% | 0.24% | -2.0% |
| Q2 2019 | $1,375,000 | -68.5% | 33,985 | -7.3% | 0.25% | -53.4% |
| Q1 2019 | $4,367,000 | +262.4% | 36,667 | +9.5% | 0.53% | +106.2% |
| Q4 2018 | $1,205,000 | -81.3% | 33,493 | -86.5% | 0.26% | +217.3% |
| Q3 2018 | $6,448,000 | -84.2% | 248,253 | -85.6% | 0.08% | -82.4% |
| Q2 2018 | $40,824,000 | +5658.0% | 1,724,402 | +9294.2% | 0.46% | +240.7% |
| Q1 2018 | $709,000 | +7.1% | 18,356 | +10.7% | 0.14% | +8.9% |
| Q4 2017 | $662,000 | +163.7% | 16,585 | +157.2% | 0.12% | +138.5% |
| Q3 2017 | $251,000 | – | 6,448 | – | 0.05% | – |
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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% |