ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 90 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $31,180 | +8.4% | 490 | +0.2% | 0.01% | -18.2% |
| Q4 2023 | $28,768 | +14.3% | 489 | +0.4% | 0.01% | 0.0% |
| Q3 2023 | $25,177 | -3.5% | 487 | 0.0% | 0.01% | +10.0% |
| Q2 2023 | $26,097 | +5.1% | 487 | +0.4% | 0.01% | -16.7% |
| Q1 2023 | $24,837 | +3.6% | 485 | +0.4% | 0.01% | +9.1% |
| Q4 2022 | $23,980 | +9.0% | 483 | +0.4% | 0.01% | 0.0% |
| Q3 2022 | $22,000 | 0.0% | 481 | +0.4% | 0.01% | 0.0% |
| Q2 2022 | $22,000 | -15.4% | 479 | +0.4% | 0.01% | -8.3% |
| Q1 2022 | $26,000 | -3.7% | 477 | 0.0% | 0.01% | +9.1% |
| Q4 2021 | $27,000 | +8.0% | 477 | +0.6% | 0.01% | -8.3% |
| Q3 2021 | $25,000 | – | 474 | – | 0.01% | – |
Download | ||||||
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% |