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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $2,434,000 | -69.4% | 81,717 | -56.0% | 0.80% | -67.1% |
| Q4 2019 | $7,963,000 | -12.0% | 185,567 | -18.2% | 2.44% | -18.9% |
| Q3 2019 | $9,049,000 | -10.2% | 226,845 | -9.3% | 3.01% | -13.1% |
| Q2 2019 | $10,072,000 | +19.2% | 249,994 | +18.6% | 3.47% | +19.6% |
| Q1 2019 | $8,452,000 | +33.7% | 210,712 | +19.4% | 2.90% | -2.5% |
| Q4 2018 | $6,320,000 | -38.8% | 176,442 | -25.8% | 2.97% | -7.6% |
| Q3 2018 | $10,335,000 | – | 237,798 | – | 3.22% | – |
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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% |