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 2022 | $237,275 | -85.8% | 4,778 | -84.6% | 0.02% | -86.6% |
| Q3 2021 | $1,673,000 | -10.6% | 31,125 | -8.7% | 0.13% | -8.0% |
| Q2 2021 | $1,871,000 | -0.9% | 34,092 | -5.3% | 0.14% | -4.2% |
| Q1 2021 | $1,888,000 | +4.3% | 35,996 | -9.1% | 0.14% | -2.7% |
| Q4 2020 | $1,811,000 | +13.1% | 39,585 | -7.8% | 0.15% | -3.3% |
| Q3 2020 | $1,601,000 | -7.2% | 42,947 | -9.3% | 0.15% | -10.5% |
| Q2 2020 | $1,725,000 | +14.9% | 47,370 | +2.8% | 0.17% | +3.0% |
| Q1 2020 | $1,501,000 | -27.6% | 46,084 | -5.3% | 0.17% | -18.2% |
| Q4 2019 | $2,072,000 | +4.9% | 48,655 | -3.0% | 0.20% | -3.8% |
| Q3 2019 | $1,976,000 | -3.0% | 50,160 | -0.7% | 0.21% | -6.2% |
| Q2 2019 | $2,038,000 | -1.5% | 50,518 | -2.1% | 0.22% | -8.5% |
| Q1 2019 | $2,069,000 | +8.4% | 51,576 | -3.2% | 0.25% | -4.3% |
| Q4 2018 | $1,908,000 | -21.7% | 53,278 | -5.0% | 0.26% | -14.9% |
| Q3 2018 | $2,437,000 | +5.5% | 56,065 | +1.6% | 0.30% | -2.9% |
| Q2 2018 | $2,309,000 | +14.0% | 55,205 | +6.6% | 0.31% | +5.8% |
| Q1 2018 | $2,025,000 | +11.8% | 51,770 | +13.0% | 0.29% | 0.0% |
| Q4 2017 | $1,811,000 | – | 45,830 | – | 0.29% | – |
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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% |