ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 115 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $2,628,000 | -28.4% | 101,635 | -1.8% | 1.10% | -21.9% |
| Q4 2019 | $3,670,000 | +5.6% | 103,470 | +2.2% | 1.41% | -0.2% |
| Q3 2019 | $3,477,000 | +4.1% | 101,270 | +1.0% | 1.42% | +3.4% |
| Q2 2019 | $3,340,000 | +6.9% | 100,225 | +3.4% | 1.37% | +11.3% |
| Q1 2019 | $3,124,000 | +28.1% | 96,925 | +15.5% | 1.23% | +4.5% |
| Q4 2018 | $2,439,000 | – | 83,945 | – | 1.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leelyn Smith, LLC | 405,581 | $14,946,000 | 4.45% |
| Clear Creek Financial Management, LLC | 42,420 | $1,613,000 | 3.24% |
| Prostatis Group LLC | 95,910 | $3,534,288 | 2.77% |
| Wade Financial Advisory, Inc | 112,491 | $4,145,000 | 2.62% |
| Burns Matteson Capital Management, LLC | 48,784 | $1,797,673 | 1.72% |
| Brickley Wealth Management | 140,588 | $5,181,000 | 1.39% |
| Professional Financial Advisors, LLC | 47,538 | $1,752,000 | 1.09% |
| Stewardship Financial Advisors, LLC | 80,756 | $2,976,000 | 1.03% |
| ACT Advisors, LLC. | 26,415 | $1,009,000 | 0.80% |
| Ameritas Investment Company, LLC | 205,865 | $7,586,116,000 | 0.66% |