ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 135 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $521,368 | -3.4% | 15,775 | +0.2% | 0.00% | 0.0% |
Q2 2023 | $539,740 | -2.9% | 15,745 | -1.7% | 0.00% | 0.0% |
Q1 2023 | $555,749 | +1.4% | 16,025 | +1.2% | 0.00% | 0.0% |
Q4 2022 | $548,052 | +136.2% | 15,840 | +117.4% | 0.00% | – |
Q3 2022 | $232,000 | -18.6% | 7,285 | -13.0% | 0.00% | – |
Q2 2022 | $285,000 | -5.6% | 8,377 | +3.2% | 0.00% | – |
Q1 2022 | $302,000 | -31.2% | 8,114 | -27.8% | 0.00% | -100.0% |
Q4 2021 | $439,000 | +8.7% | 11,235 | +3.2% | 0.00% | 0.0% |
Q3 2021 | $404,000 | +33.8% | 10,887 | +36.9% | 0.00% | 0.0% |
Q2 2021 | $302,000 | -6.2% | 7,955 | -8.9% | 0.00% | 0.0% |
Q1 2021 | $322,000 | -4.7% | 8,733 | -12.5% | 0.00% | 0.0% |
Q4 2020 | $338,000 | +0.6% | 9,986 | -13.1% | 0.00% | 0.0% |
Q3 2020 | $336,000 | -61.3% | 11,495 | -61.7% | 0.00% | -66.7% |
Q2 2020 | $869,000 | -30.5% | 29,981 | -38.0% | 0.00% | -40.0% |
Q1 2020 | $1,250,000 | +12400.0% | 48,324 | +16225.7% | 0.01% | – |
Q2 2019 | $10,000 | – | 296 | – | 0.00% | – |
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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% |