ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 70 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,856,000 | +65.1% | 86,144 | +72.9% | 0.11% | +66.2% |
| Q2 2022 | $2,336,000 | -62.8% | 49,813 | -56.7% | 0.06% | -56.4% |
| Q1 2022 | $6,278,000 | -42.2% | 115,043 | -39.4% | 0.15% | -46.2% |
| Q4 2021 | $10,867,000 | +9.5% | 189,818 | +2.8% | 0.28% | -6.4% |
| Q3 2021 | $9,927,000 | +7.6% | 184,691 | +9.8% | 0.30% | -9.5% |
| Q2 2021 | $9,228,000 | +759.2% | 168,232 | +721.6% | 0.33% | +505.6% |
| Q1 2021 | $1,074,000 | +222.5% | 20,475 | +181.2% | 0.05% | +116.0% |
| Q4 2020 | $333,000 | -25.7% | 7,282 | -39.4% | 0.02% | -37.5% |
| Q3 2020 | $448,000 | – | 12,018 | – | 0.04% | – |
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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% |