ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 102 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,049,387 | +99884.9% | 122,523 | +3.7% | 0.12% | +2.6% |
Q2 2023 | $4,050 | +1.6% | 118,163 | +2.8% | 0.12% | -7.1% |
Q1 2023 | $3,987 | +5.0% | 114,952 | +4.8% | 0.13% | -1.6% |
Q4 2022 | $3,796 | -99.9% | 109,728 | -0.1% | 0.13% | -2.3% |
Q3 2022 | $3,506,000 | -3.1% | 109,874 | +3.5% | 0.13% | +0.8% |
Q2 2022 | $3,618,000 | -7.0% | 106,199 | +1.5% | 0.13% | +8.3% |
Q1 2022 | $3,891,000 | -10.2% | 104,640 | -5.6% | 0.12% | -7.0% |
Q4 2021 | $4,331,000 | +11.8% | 110,799 | +6.0% | 0.13% | 0.0% |
Q3 2021 | $3,875,000 | -1.9% | 104,517 | +0.7% | 0.13% | -1.5% |
Q2 2021 | $3,949,000 | +9.5% | 103,806 | +6.1% | 0.13% | +4.0% |
Q1 2021 | $3,606,000 | +16.3% | 97,873 | +7.0% | 0.13% | +5.9% |
Q4 2020 | $3,100,000 | +16.8% | 91,461 | +0.7% | 0.12% | +4.4% |
Q3 2020 | $2,655,000 | +3.4% | 90,860 | +2.6% | 0.11% | -8.1% |
Q2 2020 | $2,567,000 | – | 88,528 | – | 0.12% | – |
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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% |