ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 105 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
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. | 203,359 | $7,949,000 | 5.12% |
| Wade Financial Advisory, Inc | 98,271 | $3,841,000 | 2.00% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 56,170 | $2,196,000 | 1.98% |
| Burns Matteson Capital Management, LLC | 45,150 | $1,764,910 | 1.20% |
| Brickley Wealth Management | 137,232 | $5,364,000 | 1.14% |
| Empirical Asset Management, LLC | 27,735 | $1,084,000 | 1.05% |
| Professional Financial Advisors, LLC | 53,749 | $2,101,000 | 0.91% |
| High Net Worth Advisory Group LLC | 60,905 | $2,381,000 | 0.83% |
| Cornerstone Wealth Management, LLC | 198,188 | $7,749,000 | 0.74% |
| Atlas Private Wealth Management, LLC | 33,731 | $1,319,000 | 0.74% |