ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 73 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $0 | – | 11 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 11 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 11 | -86.4% | 0.00% | -100.0% |
| Q2 2019 | $3,000 | -76.9% | 81 | -75.3% | 0.00% | -75.0% |
| Q1 2019 | $13,000 | -96.7% | 328 | -97.0% | 0.01% | -97.2% |
| Q4 2018 | $392,000 | -25.0% | 10,958 | -8.9% | 0.28% | -5.6% |
| Q3 2018 | $523,000 | +20.2% | 12,031 | +15.6% | 0.30% | +18.0% |
| Q2 2018 | $435,000 | +23.9% | 10,407 | +16.1% | 0.26% | +13.3% |
| Q1 2018 | $351,000 | +4287.5% | 8,967 | +4274.1% | 0.22% | +4400.0% |
| Q4 2017 | $8,000 | – | 205 | – | 0.01% | – |
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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% |