ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 143 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,100,450 | – | 165,013 | – | 9.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc. | 3,776,600 | $231,165,703 | 14.63% |
| SEARCY FINANCIAL SERVICES INC /ADV | 347,708 | $21,283,207 | 10.62% |
| Fox Financial, Inc | 165,013 | $10,100,450 | 9.31% |
| Pacific Center for Financial Services | 385,716 | $23,609,692 | 6.62% |
| RESTON WEALTH MANAGEMENT LLC | 239,223 | $14,642,832 | 5.86% |
| Ullmann Wealth Partners Group, LLC | 535,895 | $32,802,140 | 4.68% |
| LANDMARK WEALTH MANAGEMENT, INC. | 137,393 | $8,409,825 | 4.63% |
| Financial Management Professionals, Inc. | 469,218 | $28,721 | 3.94% |
| Acropolis Investment Management, LLC | 773,465 | $47,343,819 | 2.99% |
| Clearwater Capital Advisors, LLC | 455,822 | $27,900,857 | 2.96% |