ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 115 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |