ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 124 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| WEALTH MANAGEMENT RESOURCES, INC. | 203,359 | $7,949,000 | 5.12% |
| Wade Financial Advisory, Inc | 98,271 | $3,841,000 | 2.00% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 56,170 | $2,196,000 | 1.98% |
| Burns Matteson Capital Management, LLC | 45,150 | $1,764,910 | 1.20% |
| Brickley Wealth Management | 137,232 | $5,364,000 | 1.14% |
| Empirical Asset Management, LLC | 27,735 | $1,084,000 | 1.05% |
| Professional Financial Advisors, LLC | 53,749 | $2,101,000 | 0.91% |
| High Net Worth Advisory Group LLC | 60,905 | $2,381,000 | 0.83% |
| Cornerstone Wealth Management, LLC | 198,188 | $7,749,000 | 0.74% |
| Atlas Private Wealth Management, LLC | 33,731 | $1,319,000 | 0.74% |