ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 119 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $271 | -25.5% | 7,228 | -31.1% | 0.01% | -6.7% |
| Q1 2023 | $364 | -100.0% | 10,486 | -53.9% | 0.02% | -48.3% |
| Q1 2022 | $845,000 | +28.8% | 22,723 | +35.4% | 0.03% | +61.1% |
| Q4 2021 | $656,000 | -74.2% | 16,776 | -75.5% | 0.02% | -82.4% |
| Q3 2021 | $2,541,000 | -9.0% | 68,534 | -6.6% | 0.10% | -26.6% |
| Q2 2021 | $2,792,000 | +75.0% | 73,387 | +69.5% | 0.14% | +61.6% |
| Q1 2021 | $1,595,000 | -51.6% | 43,287 | -55.5% | 0.09% | -61.9% |
| Q4 2020 | $3,295,000 | – | 97,230 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH MANAGEMENT RESOURCES, INC. | 312,868 | $10,327,076 | 4.99% |
| Wade Financial Advisory, Inc | 145,559 | $4,810,726 | 2.06% |
| Brickley Wealth Management | 127,012 | $4,197,743 | 1.12% |
| Burns Matteson Capital Management, LLC | 41,686 | $1,377,712 | 0.88% |
| Summit Global Investments | 375,038 | $12,395 | 0.82% |
| High Net Worth Advisory Group LLC | 49,220 | $1,626,721 | 0.65% |
| MERCER GLOBAL ADVISORS INC /ADV | 3,840,378 | $126,924 | 0.48% |
| Fortune Financial Advisors, LLC | 16,966 | $560,715 | 0.43% |
| RAYMOND JAMES & ASSOCIATES | 12,226,069 | $404,071,471 | 0.34% |
| Armbruster Capital Management, Inc. | 32,575 | $1,076,604 | 0.27% |