ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 17 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $890,334 | -21.1% | 26,939 | -23.9% | 0.00% | – |
| Q3 2022 | $1,129,000 | -30.5% | 35,395 | -25.7% | 0.00% | -100.0% |
| Q2 2022 | $1,624,000 | +380.5% | 47,663 | +377.9% | 0.00% | – |
| Q4 2020 | $338,000 | -25.7% | 9,974 | -43.3% | 0.00% | – |
| Q1 2020 | $455,000 | -87.0% | 17,600 | -82.1% | 0.00% | -100.0% |
| Q4 2019 | $3,489,000 | -1.6% | 98,378 | -4.8% | 0.01% | -16.7% |
| Q3 2019 | $3,546,000 | -20.1% | 103,306 | -22.4% | 0.01% | -25.0% |
| Q2 2019 | $4,437,000 | +28.2% | 133,138 | +11.8% | 0.01% | +14.3% |
| Q4 2018 | $3,460,000 | +87.6% | 119,116 | +111.1% | 0.01% | +75.0% |
| Q3 2018 | $1,844,000 | +124.1% | 56,432 | +113.8% | 0.00% | +100.0% |
| Q2 2018 | $823,000 | +51.3% | 26,390 | +39.2% | 0.00% | +100.0% |
| Q1 2018 | $544,000 | -38.0% | 18,953 | -37.0% | 0.00% | -66.7% |
| Q4 2017 | $878,000 | – | 30,091 | – | 0.00% | – |
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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% |
| 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% |