ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 54 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $838,115 | +52.8% | 25,359 | +58.5% | 0.00% | – |
| Q2 2023 | $548,343 | -7.4% | 15,996 | -6.3% | 0.00% | – |
| Q1 2023 | $591,988 | -68.1% | 17,070 | -68.2% | 0.00% | – |
| Q4 2022 | $1,857,916 | +60.7% | 53,697 | +48.3% | 0.00% | – |
| Q3 2022 | $1,156,000 | +25.5% | 36,212 | +34.0% | 0.00% | – |
| Q2 2022 | $921,000 | -14.3% | 27,031 | -6.5% | 0.00% | – |
| Q1 2022 | $1,075,000 | +89.9% | 28,917 | +99.7% | 0.00% | – |
| Q4 2021 | $566,000 | +17.2% | 14,483 | +11.1% | 0.00% | – |
| Q3 2021 | $483,000 | -47.4% | 13,039 | -45.9% | 0.00% | – |
| Q2 2021 | $918,000 | -78.9% | 24,123 | -79.6% | 0.00% | -100.0% |
| Q1 2021 | $4,351,000 | +250.9% | 118,070 | +222.6% | 0.00% | – |
| Q4 2020 | $1,240,000 | -80.3% | 36,598 | -83.0% | 0.00% | -100.0% |
| Q3 2020 | $6,304,000 | +767.1% | 215,740 | +918.7% | 0.00% | – |
| Q3 2019 | $727,000 | +25.3% | 21,177 | +17.7% | 0.00% | – |
| Q1 2019 | $580,000 | +20.3% | 17,994 | +8.9% | 0.00% | – |
| Q4 2017 | $482,000 | -7.5% | 16,526 | -14.8% | 0.00% | – |
| Q1 2017 | $521,000 | – | 19,392 | – | 0.00% | – |
Download | ||||||
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% |