ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,212 | +20.7% | 1,489 | +25.2% | 0.00% | 0.0% |
| Q2 2023 | $40,763 | +5.0% | 1,189 | +6.3% | 0.00% | 0.0% |
| Q1 2023 | $38,821 | +20.3% | 1,119 | +19.9% | 0.00% | +100.0% |
| Q4 2022 | $32,267 | +11.3% | 933 | +0.8% | 0.00% | 0.0% |
| Q3 2022 | $29,000 | +7.4% | 926 | +13.1% | 0.00% | 0.0% |
| Q2 2022 | $27,000 | -12.9% | 819 | -2.4% | 0.00% | 0.0% |
| Q1 2022 | $31,000 | +14.8% | 839 | +19.3% | 0.00% | 0.0% |
| Q4 2021 | $27,000 | +8.0% | 703 | +1.4% | 0.00% | 0.0% |
| Q3 2021 | $25,000 | -16.7% | 693 | -14.3% | 0.00% | 0.0% |
| Q2 2021 | $30,000 | -3.2% | 809 | -5.3% | 0.00% | 0.0% |
| Q1 2021 | $31,000 | +24.0% | 854 | +14.3% | 0.00% | 0.0% |
| Q4 2020 | $25,000 | +92.3% | 747 | +56.9% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | +85.7% | 476 | +73.1% | 0.00% | – |
| Q2 2020 | $7,000 | +40.0% | 275 | +31.0% | 0.00% | – |
| Q1 2020 | $5,000 | – | 210 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tower Wealth Partners, Inc. | 229,890 | $7,791,000 | 8.92% |
| Leelyn Smith, LLC | 351,591 | $13,838,000 | 4.42% |
| USAdvisors Wealth Management, LLC | 257,474 | $8,776,000 | 4.22% |
| Wade Financial Advisory, Inc | 112,718 | $3,820,000 | 2.56% |
| Burns Matteson Capital Management, LLC | 54,341 | $1,841,601 | 2.03% |
| Clear Creek Financial Management, LLC | 262,339 | $8,890,000 | 1.71% |
| PFG Private Wealth Management, LLC | 64,893 | $2,199,000 | 1.68% |
| HBK Sorce Advisory LLC | 801,672 | $27,169,000 | 1.68% |
| Brickley Wealth Management | 140,528 | $4,762,000 | 1.31% |
| Stewardship Financial Advisors, LLC | 80,137 | $2,716,000 | 0.99% |