ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 116 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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% |