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 | $427,204 | +8.2% | 12,926 | +12.2% | 0.00% | – |
| Q2 2023 | $394,837 | -38.9% | 11,518 | -38.2% | 0.00% | – |
| Q1 2023 | $646,262 | -1.8% | 18,635 | -9.6% | 0.00% | – |
| Q3 2022 | $658,000 | +216.3% | 20,625 | +237.7% | 0.00% | – |
| Q2 2022 | $208,000 | -88.9% | 6,107 | -87.9% | 0.00% | – |
| Q1 2022 | $1,872,000 | +787.2% | 50,354 | +786.2% | 0.00% | – |
| Q3 2021 | $211,000 | -86.0% | 5,682 | -85.6% | 0.00% | – |
| Q2 2021 | $1,503,000 | +9.7% | 39,512 | +6.3% | 0.00% | – |
| Q1 2021 | $1,370,000 | -61.9% | 37,185 | -65.0% | 0.00% | – |
| Q4 2020 | $3,598,000 | +665.5% | 106,136 | +559.8% | 0.00% | – |
| Q3 2020 | $470,000 | -81.4% | 16,086 | -83.5% | 0.00% | -100.0% |
| Q1 2020 | $2,522,000 | +337.8% | 97,521 | +481.5% | 0.00% | – |
| Q3 2019 | $576,000 | +125.9% | 16,770 | +111.7% | 0.00% | – |
| Q1 2019 | $255,000 | -43.7% | 7,922 | -42.9% | 0.00% | – |
| Q3 2018 | $453,000 | +82.7% | 13,865 | +74.2% | 0.00% | – |
| Q2 2018 | $248,000 | -75.8% | 7,960 | -79.2% | 0.00% | -100.0% |
| Q1 2017 | $1,026,000 | – | 38,184 | – | 0.00% | – |
Download | ||||||
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% |