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 | $102,323 | -71.6% | 3,096 | -70.6% | 0.00% | -75.0% |
| Q2 2023 | $360,626 | +98701.6% | 10,520 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $365 | +292.5% | 10,511 | +290.7% | 0.01% | +200.0% |
| Q4 2022 | $93 | -99.7% | 2,690 | +191.4% | 0.00% | – |
| Q3 2022 | $29,000 | -95.6% | 923 | -95.2% | 0.00% | -100.0% |
| Q2 2022 | $661,000 | -12.5% | 19,409 | -4.4% | 0.02% | +114.3% |
| Q1 2022 | $755,000 | -3.9% | 20,298 | +0.9% | 0.01% | -50.0% |
| Q4 2021 | $786,000 | +9.3% | 20,108 | +3.7% | 0.01% | -22.2% |
| Q3 2021 | $719,000 | -28.7% | 19,386 | -26.8% | 0.02% | -30.8% |
| Q2 2021 | $1,008,000 | +86.3% | 26,487 | +80.4% | 0.03% | +188.9% |
| Q1 2021 | $541,000 | -51.7% | 14,684 | -55.5% | 0.01% | -73.5% |
| Q4 2020 | $1,119,000 | +127.9% | 33,007 | +96.4% | 0.03% | +580.0% |
| Q3 2020 | $491,000 | – | 16,809 | – | 0.01% | – |
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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% |