ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 72 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $699,311 | -4.3% | 21,159 | -0.7% | 0.01% | 0.0% |
| Q2 2023 | $730,406 | -1.3% | 21,307 | -0.2% | 0.01% | -14.3% |
| Q1 2023 | $740,113 | +99511.4% | 21,341 | -0.6% | 0.01% | – |
| Q4 2022 | $743 | -99.9% | 21,480 | -1.4% | 0.00% | -100.0% |
| Q3 2022 | $695,000 | -20.3% | 21,784 | -14.9% | 0.01% | 0.0% |
| Q2 2022 | $872,000 | -2.2% | 25,591 | +6.7% | 0.01% | +14.3% |
| Q1 2022 | $892,000 | -5.3% | 23,984 | -0.5% | 0.01% | 0.0% |
| Q4 2021 | $942,000 | -11.0% | 24,105 | -15.6% | 0.01% | 0.0% |
| Q3 2021 | $1,059,000 | -2.6% | 28,554 | -0.1% | 0.01% | -22.2% |
| Q2 2021 | $1,087,000 | -4.6% | 28,581 | -7.7% | 0.01% | -18.2% |
| Q1 2021 | $1,140,000 | -48.5% | 30,949 | -52.6% | 0.01% | -52.2% |
| Q4 2020 | $2,213,000 | -30.8% | 65,291 | -40.4% | 0.02% | -45.2% |
| Q3 2020 | $3,198,000 | +34.1% | 109,460 | +33.0% | 0.04% | +27.3% |
| Q2 2020 | $2,385,000 | +66.8% | 82,287 | +48.8% | 0.03% | +26.9% |
| Q1 2020 | $1,430,000 | -68.8% | 55,283 | -57.2% | 0.03% | -63.4% |
| Q4 2019 | $4,577,000 | +242.3% | 129,052 | +231.3% | 0.07% | +238.1% |
| Q3 2019 | $1,337,000 | +107.3% | 38,950 | +101.2% | 0.02% | +75.0% |
| Q2 2019 | $645,000 | +2.2% | 19,360 | -1.1% | 0.01% | 0.0% |
| Q1 2019 | $631,000 | +35.7% | 19,572 | +22.2% | 0.01% | +9.1% |
| Q4 2018 | $465,000 | -5.5% | 16,014 | +6.3% | 0.01% | +10.0% |
| Q3 2018 | $492,000 | +71.4% | 15,071 | +63.9% | 0.01% | +100.0% |
| Q2 2018 | $287,000 | +18.1% | 9,195 | +11.1% | 0.01% | -50.0% |
| Q4 2017 | $243,000 | -36.1% | 8,280 | -37.8% | 0.01% | +11.1% |
| Q3 2017 | $380,000 | – | 13,303 | – | 0.01% | – |
Download | ||||||
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% |
| 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% |
| DB Wealth Management Group, LLC | 12,780 | $422,381 | 0.27% |