ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 90 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,407 | -3.7% | 72 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $4,578 | +8.1% | 72 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $4,235 | +55.5% | 72 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $2,724 | -29.4% | 72 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,861 | +4.6% | 72 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,691 | +3.2% | 72 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,576 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,576 | – | 72 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TMD & ASSOCIATES, INC | 193,956 | $8,429,000 | 6.01% |
| Lucia Wealth Services, LLC | 237,798 | $10,335,000 | 3.22% |
| Smart Money Group LLC | 38,390 | $1,668,000 | 1.51% |
| CWM, LLC | 303,524 | $13,191,000 | 0.34% |
| Tillar-Wenstrup Advisors, LLC | 12,863 | $559,000 | 0.30% |
| Trilogy Capital Inc. | 56,065 | $2,437,000 | 0.30% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 12,031 | $523,000 | 0.30% |
| Integrated Wealth Concepts LLC | 22,888 | $988,000 | 0.30% |
| Mosaic Family Wealth, LLC | 10,355 | $413,000 | 0.17% |
| Partnervest Advisory Services LLC | 7,327 | $318,000 | 0.13% |