ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 29 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $7,206,000 | +190.1% | 167,939 | +169.8% | 0.05% | +177.8% |
| Q3 2019 | $2,484,000 | +790.3% | 62,257 | +799.1% | 0.02% | +800.0% |
| Q2 2019 | $279,000 | +12.0% | 6,924 | +11.4% | 0.00% | 0.0% |
| Q1 2019 | $249,000 | +12.7% | 6,215 | +0.7% | 0.00% | 0.0% |
| Q4 2018 | $221,000 | +34.8% | 6,170 | +63.7% | 0.00% | 0.0% |
| Q3 2018 | $164,000 | +4000.0% | 3,770 | +4184.1% | 0.00% | – |
| Q2 2018 | $4,000 | +33.3% | 88 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | – | 88 | – | 0.00% | – |
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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% |