ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 103 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $513,006 | -54.4% | 9,917 | -52.7% | 0.00% | – |
| Q2 2023 | $1,125,377 | -62.5% | 20,988 | -64.1% | 0.00% | -100.0% |
| Q1 2023 | $2,997,326 | +3.4% | 58,473 | +0.2% | 0.00% | 0.0% |
| Q4 2022 | $2,898,158 | +13.0% | 58,360 | +1.9% | 0.00% | 0.0% |
| Q3 2022 | $2,564,000 | -6.7% | 57,273 | -2.2% | 0.00% | 0.0% |
| Q2 2022 | $2,747,000 | -4.5% | 58,584 | +11.1% | 0.00% | 0.0% |
| Q1 2022 | $2,877,000 | +1150.9% | 52,713 | +1212.9% | 0.00% | – |
| Q4 2021 | $230,000 | +6.5% | 4,015 | 0.0% | 0.00% | – |
| Q3 2021 | $216,000 | -90.0% | 4,015 | -89.8% | 0.00% | – |
| Q2 2021 | $2,160,000 | – | 39,383 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TMD & ASSOCIATES, INC | 176,557 | $6,907,000 | 5.97% |
| Smart Money Group LLC | 41,139 | $1,609,000 | 1.64% |
| Integrated Wealth Concepts LLC | 25,442 | $978,000 | 0.39% |
| Edge Advisors, LLC | 92,062 | $3,601,000 | 0.34% |
| Trilogy Capital Inc. | 51,770 | $2,025,000 | 0.29% |
| Tillar-Wenstrup Advisors, LLC | 10,301 | $403,000 | 0.24% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 8,967 | $351,000 | 0.22% |
| SYM FINANCIAL Corp | 6,604 | $258,000 | 0.16% |
| CWM, LLC | 90,454 | $3,539,000 | 0.14% |
| Cornerstone Wealth Management, LLC | 18,356 | $709,000 | 0.14% |