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 | $311 | -3.4% | 9,415 | 0.0% | 0.03% | -26.2% |
| Q2 2023 | $322 | -1.8% | 9,415 | -0.5% | 0.04% | -12.5% |
| Q1 2023 | $328 | -2.4% | 9,463 | -2.8% | 0.05% | -12.7% |
| Q4 2022 | $336 | -99.9% | 9,738 | -16.5% | 0.06% | -22.5% |
| Q3 2022 | $371,000 | -6.5% | 11,656 | 0.0% | 0.07% | -2.7% |
| Q2 2022 | $397,000 | -16.6% | 11,656 | -9.0% | 0.07% | -6.4% |
| Q1 2022 | $476,000 | +54.0% | 12,811 | +61.7% | 0.08% | +20.0% |
| Q4 2021 | $309,000 | +5.8% | 7,924 | +0.5% | 0.06% | -8.5% |
| Q3 2021 | $292,000 | -2.7% | 7,886 | 0.0% | 0.07% | -5.3% |
| Q2 2021 | $300,000 | +13.2% | 7,886 | +9.6% | 0.08% | +1.4% |
| Q1 2021 | $265,000 | +9.1% | 7,192 | +0.0% | 0.07% | -1.3% |
| Q4 2020 | $243,000 | +16.3% | 7,190 | +0.1% | 0.08% | -5.1% |
| Q3 2020 | $209,000 | +2.5% | 7,186 | +2.2% | 0.08% | -7.1% |
| Q2 2020 | $204,000 | -83.9% | 7,034 | -85.6% | 0.08% | -81.2% |
| Q1 2020 | $1,267,000 | – | 48,989 | – | 0.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leelyn Smith, LLC | 405,581 | $14,946,000 | 4.45% |
| Clear Creek Financial Management, LLC | 42,420 | $1,613,000 | 3.24% |
| Prostatis Group LLC | 95,910 | $3,534,288 | 2.77% |
| Wade Financial Advisory, Inc | 112,491 | $4,145,000 | 2.62% |
| Burns Matteson Capital Management, LLC | 48,784 | $1,797,673 | 1.72% |
| Brickley Wealth Management | 140,588 | $5,181,000 | 1.39% |
| Professional Financial Advisors, LLC | 47,538 | $1,752,000 | 1.09% |
| Stewardship Financial Advisors, LLC | 80,756 | $2,976,000 | 1.03% |
| ACT Advisors, LLC. | 26,415 | $1,009,000 | 0.80% |
| Ameritas Investment Company, LLC | 205,865 | $7,586,116,000 | 0.66% |