ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 103 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $568,731 | +104638.7% | 10,606 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $543 | +4.4% | 10,600 | +1.2% | 0.00% | -33.3% |
| Q4 2022 | $520 | -99.9% | 10,477 | -52.8% | 0.00% | -40.0% |
| Q3 2022 | $993,000 | -68.2% | 22,188 | -66.7% | 0.01% | -70.6% |
| Q2 2022 | $3,120,000 | +77900.0% | 66,559 | +73854.4% | 0.02% | – |
| Q2 2021 | $4,000 | -95.9% | 90 | -96.0% | 0.00% | -100.0% |
| Q4 2019 | $97,000 | – | 2,253 | – | 0.00% | – |
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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% |