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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| WEALTH MANAGEMENT RESOURCES, INC. | 312,868 | $10,327,076 | 4.99% |
| Wade Financial Advisory, Inc | 145,559 | $4,810,726 | 2.06% |
| Brickley Wealth Management | 127,012 | $4,197,743 | 1.12% |
| Summit Global Investments | 375,038 | $12,395 | 0.82% |
| High Net Worth Advisory Group LLC | 49,220 | $1,626,721 | 0.65% |
| MERCER GLOBAL ADVISORS INC /ADV | 3,840,378 | $126,924 | 0.48% |
| Fortune Financial Advisors, LLC | 16,966 | $560,715 | 0.43% |
| RAYMOND JAMES & ASSOCIATES | 12,226,069 | $404,071,471 | 0.34% |
| Armbruster Capital Management, Inc. | 32,575 | $1,076,604 | 0.27% |
| DB Wealth Management Group, LLC | 12,780 | $422,381 | 0.27% |