ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 43 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,268,000 | +6.3% | 29,553 | -1.1% | 0.74% | -22.5% |
| Q3 2019 | $1,193,000 | -6.8% | 29,895 | -5.9% | 0.96% | -9.5% |
| Q2 2019 | $1,280,000 | -4.3% | 31,771 | -4.8% | 1.06% | -9.6% |
| Q1 2019 | $1,338,000 | -0.7% | 33,363 | -11.4% | 1.17% | -16.3% |
| Q4 2018 | $1,348,000 | -19.2% | 37,644 | -1.9% | 1.40% | -7.8% |
| Q3 2018 | $1,668,000 | +2.0% | 38,390 | -1.8% | 1.51% | +3.3% |
| Q2 2018 | $1,635,000 | +1.6% | 39,096 | -5.0% | 1.46% | -10.5% |
| Q1 2018 | $1,609,000 | -15.1% | 41,139 | -14.2% | 1.64% | -44.5% |
| Q4 2017 | $1,895,000 | – | 47,951 | – | 2.95% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TMD & ASSOCIATES, INC | 193,956 | $8,429,000 | 6.01% |
| Lucia Wealth Services, LLC | 237,798 | $10,335,000 | 3.22% |
| Smart Money Group LLC | 38,390 | $1,668,000 | 1.51% |
| CWM, LLC | 303,524 | $13,191,000 | 0.34% |
| Tillar-Wenstrup Advisors, LLC | 12,863 | $559,000 | 0.30% |
| Trilogy Capital Inc. | 56,065 | $2,437,000 | 0.30% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 12,031 | $523,000 | 0.30% |
| Integrated Wealth Concepts LLC | 22,888 | $988,000 | 0.30% |
| Mosaic Family Wealth, LLC | 10,355 | $413,000 | 0.17% |
| Partnervest Advisory Services LLC | 7,327 | $318,000 | 0.13% |