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 | $4,313 | -12.9% | 70,461 | -9.6% | 0.01% | -12.5% |
| Q1 2024 | $4,954 | +8.5% | 77,921 | +0.4% | 0.01% | 0.0% |
| Q4 2023 | $4,567 | +28.5% | 77,638 | +13.1% | 0.01% | +14.3% |
| Q3 2023 | $3,553 | +4.3% | 68,674 | +8.1% | 0.01% | 0.0% |
| Q2 2023 | $3,405 | +4.8% | 63,505 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $3,249 | +2.6% | 63,386 | -0.6% | 0.01% | -12.5% |
| Q4 2022 | $3,167 | -99.9% | 63,778 | -1.2% | 0.01% | +14.3% |
| Q3 2022 | $2,890,000 | -4.5% | 64,575 | +0.0% | 0.01% | -12.5% |
| Q2 2022 | $3,027,000 | -11.6% | 64,567 | +2.9% | 0.01% | 0.0% |
| Q1 2022 | $3,423,000 | -4.7% | 62,740 | -0.0% | 0.01% | 0.0% |
| Q4 2021 | $3,592,000 | +9.1% | 62,744 | +2.4% | 0.01% | 0.0% |
| Q3 2021 | $3,293,000 | -1.0% | 61,282 | +1.0% | 0.01% | 0.0% |
| Q2 2021 | $3,327,000 | +9.2% | 60,668 | +4.4% | 0.01% | -11.1% |
| Q1 2021 | $3,047,000 | +14.9% | 58,096 | +0.2% | 0.01% | +12.5% |
| Q4 2020 | $2,651,000 | +43.3% | 57,953 | +16.7% | 0.01% | +33.3% |
| Q3 2020 | $1,850,000 | +3.9% | 49,649 | -0.5% | 0.01% | -14.3% |
| Q2 2020 | $1,781,000 | +188.2% | 49,884 | +140.3% | 0.01% | +133.3% |
| Q1 2020 | $618,000 | +5.3% | 20,758 | +51.6% | 0.00% | +50.0% |
| Q4 2019 | $587,000 | +41.8% | 13,694 | +31.6% | 0.00% | 0.0% |
| Q3 2019 | $414,000 | -57.3% | 10,402 | -56.8% | 0.00% | -50.0% |
| Q2 2019 | $970,000 | -9.6% | 24,096 | -10.0% | 0.00% | -20.0% |
| Q1 2019 | $1,073,000 | +12.9% | 26,761 | +0.9% | 0.01% | 0.0% |
| Q4 2018 | $950,000 | +1.4% | 26,532 | +22.9% | 0.01% | +25.0% |
| Q3 2018 | $937,000 | +5.6% | 21,581 | +1.8% | 0.00% | -20.0% |
| Q2 2018 | $887,000 | +156.4% | 21,205 | +139.5% | 0.01% | +150.0% |
| Q1 2018 | $346,000 | – | 8,853 | – | 0.00% | – |
Download | ||||||
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% |