ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $554,107 | -3.1% | 16,680 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $571,791 | -1.2% | 16,680 | 0.0% | 0.02% | -7.7% |
| Q1 2023 | $578,463 | +0.5% | 16,680 | +0.3% | 0.03% | -3.7% |
| Q4 2022 | $575,398 | +8.4% | 16,630 | 0.0% | 0.03% | -3.6% |
| Q3 2022 | $531,000 | -6.3% | 16,630 | 0.0% | 0.03% | -3.4% |
| Q2 2022 | $567,000 | -8.3% | 16,630 | 0.0% | 0.03% | +16.0% |
| Q1 2022 | $618,000 | -4.3% | 16,630 | +0.6% | 0.02% | -3.8% |
| Q4 2021 | $646,000 | +5.4% | 16,525 | 0.0% | 0.03% | -7.1% |
| Q3 2021 | $613,000 | -2.5% | 16,525 | 0.0% | 0.03% | -6.7% |
| Q2 2021 | $629,000 | +3.3% | 16,525 | 0.0% | 0.03% | -3.2% |
| Q1 2021 | $609,000 | +8.8% | 16,525 | 0.0% | 0.03% | -6.1% |
| Q4 2020 | $560,000 | +16.9% | 16,525 | +0.8% | 0.03% | 0.0% |
| Q3 2020 | $479,000 | +0.8% | 16,400 | 0.0% | 0.03% | -8.3% |
| Q2 2020 | $475,000 | – | 16,400 | – | 0.04% | – |
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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% |