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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $300,241 | -3.5% | 5,804 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $311,210 | +3357.9% | 5,804 | +2176.1% | 0.00% | – |
| Q2 2020 | $9,000 | -75.7% | 255 | -79.7% | 0.00% | – |
| Q1 2020 | $37,000 | -43.1% | 1,255 | -17.4% | 0.00% | – |
| Q4 2019 | $65,000 | +6.6% | 1,520 | 0.0% | 0.00% | – |
| Q3 2019 | $61,000 | 0.0% | 1,520 | 0.0% | 0.00% | – |
| Q2 2019 | $61,000 | 0.0% | 1,520 | 0.0% | 0.00% | – |
| Q1 2019 | $61,000 | +13.0% | 1,520 | 0.0% | 0.00% | – |
| Q4 2018 | $54,000 | -18.2% | 1,520 | 0.0% | 0.00% | – |
| Q3 2018 | $66,000 | +3.1% | 1,520 | 0.0% | 0.00% | – |
| Q2 2018 | $64,000 | – | 1,520 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 3,865,656 | $212,263,186 | 15.82% |
| Financial Management Professionals, Inc. | 430,839 | $23,102 | 3.86% |
| Ullmann Wealth Partners Group, LLC | 320,550 | $17,187,913 | 3.44% |
| Clearwater Capital Advisors, LLC | 457,704 | $24,542,089 | 2.92% |
| Addison Advisors LLC | 98,380 | $5,275,137 | 2.60% |
| GEM Asset Management, LLC | 61,302 | $3,287,006 | 2.54% |
| Acropolis Investment Management, LLC | 576,218 | $30,896,810 | 2.42% |
| CORA CAPITAL ADVISORS LLC | 65,321 | $3,502,512 | 2.33% |
| Wade Financial Advisory, Inc | 102,380 | $5,489,611 | 2.18% |
| GYL FINANCIAL SYNERGIES, LLC | 262,752 | $14,088,789 | 1.28% |