ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 68 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $85,582 | -31.0% | 1,398 | -28.3% | 0.01% | -44.4% |
| Q1 2024 | $124,045 | +4.2% | 1,951 | -12.2% | 0.01% | -10.0% |
| Q3 2021 | $119,000 | -2.5% | 2,221 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $122,000 | +5.2% | 2,221 | 0.0% | 0.01% | +66.7% |
| Q1 2021 | $116,000 | +8.4% | 2,221 | -81.8% | 0.01% | -40.0% |
| Q4 2020 | $107,000 | -96.3% | 12,212 | -84.4% | 0.01% | -96.7% |
| Q3 2020 | $2,922,000 | +7.9% | 78,393 | +3.4% | 0.30% | +2.0% |
| Q2 2020 | $2,707,000 | +50.4% | 75,794 | +25.5% | 0.30% | +29.6% |
| Q1 2020 | $1,800,000 | -12.5% | 60,413 | +26.0% | 0.23% | +5.5% |
| Q4 2019 | $2,057,000 | – | 47,937 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TMD & ASSOCIATES, INC | 179,773 | $7,518,000 | 5.85% |
| Smart Money Group LLC | 39,096 | $1,635,000 | 1.46% |
| Cornerstone Wealth Management, LLC | 1,724,402 | $40,824,000 | 0.46% |
| Integrated Wealth Concepts LLC | 24,440 | $1,032,000 | 0.35% |
| Edge Advisors, LLC | 92,062 | $3,850,000 | 0.34% |
| Trilogy Capital Inc. | 55,205 | $2,309,000 | 0.31% |
| CWM, LLC | 208,073 | $8,702,000 | 0.29% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 10,407 | $435,000 | 0.26% |
| Tillar-Wenstrup Advisors, LLC | 10,695 | $447,000 | 0.25% |
| Cerity Partners OCIO LLC | 44,956 | $1,880,000 | 0.12% |