ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 135 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $77,843 | +12.9% | 2,087 | +13.4% | 0.00% | +50.0% |
| Q1 2024 | $68,923 | +23.1% | 1,840 | +17.3% | 0.00% | 0.0% |
| Q4 2023 | $55,980 | +13.8% | 1,568 | +5.3% | 0.00% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| Paragon Advisors, LLC | 241,788 | $8,547,000 | 9.22% |
| Merit Financial Group, LLC | 2,725,577 | $96,676,000 | 8.56% |
| Fiduciary Planning LLC | 216,656 | $7,748,000 | 7.15% |
| Leelyn Smith, LLC | 299,837 | $10,635,000 | 5.12% |
| Pacific Center for Financial Services | 249,725 | $8,858,000 | 3.89% |
| Round Table Services, LLC | 338,394 | $12,003,000 | 3.32% |
| USAdvisors Wealth Management, LLC | 155,326 | $5,409,000 | 2.80% |
| Wade Financial Advisory, Inc | 87,865 | $3,117,000 | 2.75% |
| Roof Eidam Maycock Peralta, LLC | 103,470 | $3,670,000 | 1.41% |
| Wealthquest Corp | 118,951 | $4,219,000 | 1.21% |