ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 119 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $448,745 | -11.8% | 13,578 | -8.6% | 0.00% | 0.0% |
| Q2 2023 | $509,015 | -2.6% | 14,849 | -1.4% | 0.00% | 0.0% |
| Q1 2023 | $522,480 | -29.9% | 15,066 | -30.1% | 0.00% | -50.0% |
| Q4 2022 | $745,622 | -80.2% | 21,550 | -81.7% | 0.00% | -81.8% |
| Q3 2022 | $3,757,000 | +5.4% | 117,744 | +12.6% | 0.02% | -4.3% |
| Q2 2022 | $3,564,000 | +90.6% | 104,609 | +107.9% | 0.02% | +91.7% |
| Q1 2022 | $1,870,000 | +31.9% | 50,307 | +38.7% | 0.01% | +20.0% |
| Q4 2021 | $1,418,000 | -36.3% | 36,271 | -39.6% | 0.01% | -44.4% |
| Q3 2021 | $2,225,000 | -28.4% | 60,013 | -26.5% | 0.02% | -37.9% |
| Q2 2021 | $3,108,000 | – | 81,698 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leelyn Smith, LLC | 405,581 | $14,946,000 | 4.45% |
| Clear Creek Financial Management, LLC | 42,420 | $1,613,000 | 3.24% |
| Prostatis Group LLC | 95,910 | $3,534,288 | 2.77% |
| Wade Financial Advisory, Inc | 112,491 | $4,145,000 | 2.62% |
| Burns Matteson Capital Management, LLC | 48,784 | $1,797,673 | 1.72% |
| Brickley Wealth Management | 140,588 | $5,181,000 | 1.39% |
| Professional Financial Advisors, LLC | 47,538 | $1,752,000 | 1.09% |
| Stewardship Financial Advisors, LLC | 80,756 | $2,976,000 | 1.03% |
| ACT Advisors, LLC. | 26,415 | $1,009,000 | 0.80% |
| Ameritas Investment Company, LLC | 205,865 | $7,586,116,000 | 0.66% |