ENVESTNET ASSET MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 126 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$120,020,252
+13.7%
3,631,475
+17.9%
0.06%
+17.0%
Q2 2023$105,577,160
+19.1%
3,079,847
+20.5%
0.05%
+9.3%
Q1 2023$88,669,016
+16.4%
2,556,777
+16.1%
0.04%
+10.3%
Q4 2022$76,192,538
+37.6%
2,202,096
+26.9%
0.04%
+21.9%
Q3 2022$55,389,000
+20.5%
1,735,800
+28.7%
0.03%
+23.1%
Q2 2022$45,958,000
+11.4%
1,348,935
+21.6%
0.03%
+23.8%
Q1 2022$41,251,000
+9.1%
1,109,508
+14.7%
0.02%
+10.5%
Q4 2021$37,820,000
+44.3%
967,502
+36.9%
0.02%
+35.7%
Q3 2021$26,215,000
+15.7%
706,972
+18.7%
0.01%
+7.7%
Q2 2021$22,660,000
+23.2%
595,676
+19.3%
0.01%
+8.3%
Q1 2021$18,396,000
+9.8%
499,209
+1.0%
0.01%
-7.7%
Q4 2020$16,748,000
+41.6%
494,176
+22.1%
0.01%
+30.0%
Q3 2020$11,824,000
+41.3%
404,666
+40.2%
0.01%
+25.0%
Q2 2020$8,369,000
+78.0%
288,682
+58.7%
0.01%
+33.3%
Q1 2020$4,703,000
+78.5%
181,879
+144.8%
0.01%
+100.0%
Q4 2019$2,635,000
+79.0%
74,284
+73.2%
0.00%
+50.0%
Q3 2019$1,472,000
+42.6%
42,889
+38.5%
0.00%
+100.0%
Q2 2019$1,032,000
+16.3%
30,959
+12.5%
0.00%0.0%
Q1 2019$887,000
+66.4%
27,521
+49.9%
0.00%0.0%
Q4 2018$533,00018,3570.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
WEALTH MANAGEMENT RESOURCES, INC. 312,868$10,327,0764.99%
Wade Financial Advisory, Inc 145,559$4,810,7262.06%
Brickley Wealth Management 127,012$4,197,7431.12%
Summit Global Investments 375,038$12,3950.82%
High Net Worth Advisory Group LLC 49,220$1,626,7210.65%
MERCER GLOBAL ADVISORS INC /ADV 3,840,378$126,9240.48%
Fortune Financial Advisors, LLC 16,966$560,7150.43%
RAYMOND JAMES & ASSOCIATES 12,226,069$404,071,4710.34%
Armbruster Capital Management, Inc. 32,575$1,076,6040.27%
DB Wealth Management Group, LLC 12,780$422,3810.27%
View complete list of ISHARES TR shareholders