ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 101 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,781,219 | +2.5% | 34,433 | +6.2% | 0.23% | +6.5% |
Q2 2023 | $1,738,521 | +19.9% | 32,423 | +14.6% | 0.22% | +13.0% |
Q1 2023 | $1,449,684 | +23.0% | 28,281 | +19.1% | 0.19% | +15.7% |
Q4 2022 | $1,178,779 | +379.2% | 23,737 | +331.2% | 0.17% | +315.0% |
Q3 2022 | $246,000 | – | 5,505 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Services, Inc, | 3,877,546 | $200,585,469 | 15.61% |
Ullmann Wealth Partners Group, LLC | 465,840 | $24,097,894 | 4.50% |
Financial Management Professionals, Inc. | 443,337 | $22,934 | 4.03% |
Clearwater Capital Advisors, LLC | 456,504 | $23,614,952 | 2.89% |
GEM Asset Management, LLC | 62,099 | $3,212,385 | 2.54% |
Acropolis Investment Management, LLC | 626,500 | $32,408,846 | 2.51% |
CORA CAPITAL ADVISORS LLC | 72,030 | $3,726,112 | 2.50% |
Addison Advisors LLC | 96,504 | $4,992,153 | 2.32% |
Wade Financial Advisory, Inc | 101,837 | $5,268,023 | 2.26% |
GYL FINANCIAL SYNERGIES, LLC | 257,518 | $13,321,426 | 1.29% |