ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,125,521 | +5.7% | 61,431 | -2.5% | 0.08% | -1.3% |
| Q3 2022 | $2,010,000 | -5.9% | 62,988 | +0.4% | 0.08% | +4.1% |
| Q2 2022 | $2,137,000 | -11.5% | 62,709 | -3.5% | 0.07% | +2.8% |
| Q1 2022 | $2,415,000 | -3.7% | 64,956 | +1.2% | 0.07% | +2.9% |
| Q4 2021 | $2,509,000 | +5.4% | 64,192 | +0.0% | 0.07% | -2.8% |
| Q3 2021 | $2,380,000 | -3.1% | 64,181 | -0.6% | 0.07% | -1.4% |
| Q2 2021 | $2,457,000 | -2.6% | 64,599 | -5.6% | 0.07% | -9.9% |
| Q1 2021 | $2,522,000 | +0.9% | 68,435 | -7.2% | 0.08% | -4.7% |
| Q4 2020 | $2,500,000 | +60.5% | 73,761 | +38.3% | 0.08% | +37.1% |
| Q3 2020 | $1,558,000 | +26.8% | 53,334 | +25.9% | 0.06% | +14.8% |
| Q2 2020 | $1,229,000 | -14.5% | 42,378 | -23.8% | 0.05% | -36.5% |
| Q1 2020 | $1,437,000 | -21.7% | 55,583 | +7.4% | 0.08% | +10.4% |
| Q4 2019 | $1,836,000 | +196.6% | 51,774 | +186.9% | 0.08% | +156.7% |
| Q3 2019 | $619,000 | -3.3% | 18,044 | -6.0% | 0.03% | -9.1% |
| Q2 2019 | $640,000 | +166.7% | 19,192 | +158.2% | 0.03% | +135.7% |
| Q1 2019 | $240,000 | – | 7,433 | – | 0.01% | – |
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% |