ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 122 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |