Wayfinding Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 91 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Wayfinding Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$2,451
-99.9%
47,792
-3.3%
1.96%
-3.5%
Q2 2022$2,318,000
-8.3%
49,442
+0.8%
2.04%
-3.6%
Q1 2022$2,527,000
+3.1%
49,030
+2.6%
2.11%
+7.5%
Q4 2021$2,451,00047,7921.96%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 3,227,971$169,307,00014.30%
Clearwater Capital Advisors, LLC 496,021$26,016,0003.25%
Financial Management Professionals, Inc. 193,165$10,131,0002.71%
Wade Financial Advisory, Inc 67,951$3,564,0002.25%
Ullmann Wealth Partners Group, LLC 84,702$4,443,0001.98%
Beirne Wealth Consulting Services, LLC 56,114$2,943,0001.73%
MERCER GLOBAL ADVISORS INC /ADV 3,536,499$185,489,0001.69%
CWM, LLC 3,587,331$196,765,0001.57%
Integrated Wealth Concepts LLC 494,613$25,942,0001.06%
PHILLIPS FINANCIAL MANAGEMENT, LLC 122,361$6,418,0000.79%
View complete list of ISHARES TR shareholders