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 | $5,071,423 | -3.2% | 153,447 | +0.4% | 0.00% | 0.0% |
| Q2 2023 | $5,241,069 | +2.5% | 152,890 | +3.7% | 0.00% | 0.0% |
| Q1 2023 | $5,114,710 | +10.5% | 147,483 | +10.2% | 0.00% | 0.0% |
| Q4 2022 | $4,630,207 | +10.8% | 133,821 | +2.2% | 0.00% | 0.0% |
| Q3 2022 | $4,178,000 | -5.0% | 130,936 | +1.4% | 0.00% | 0.0% |
| Q2 2022 | $4,398,000 | -11.1% | 129,097 | -2.9% | 0.00% | 0.0% |
| Q1 2022 | $4,946,000 | -0.0% | 133,021 | +5.1% | 0.00% | +100.0% |
| Q4 2021 | $4,947,000 | -0.0% | 126,548 | -5.2% | 0.00% | -50.0% |
| Q3 2021 | $4,948,000 | -2.9% | 133,444 | -0.4% | 0.00% | 0.0% |
| Q2 2021 | $5,098,000 | +8.1% | 134,023 | +4.7% | 0.00% | 0.0% |
| Q1 2021 | $4,716,000 | +5.7% | 127,965 | -2.8% | 0.00% | 0.0% |
| Q4 2020 | $4,463,000 | +18.1% | 131,670 | +1.8% | 0.00% | +100.0% |
| Q3 2020 | $3,779,000 | +11.0% | 129,326 | +10.1% | 0.00% | 0.0% |
| Q2 2020 | $3,404,000 | +31.1% | 117,419 | +16.9% | 0.00% | 0.0% |
| Q1 2020 | $2,597,000 | +24.7% | 100,429 | +71.0% | 0.00% | 0.0% |
| Q4 2019 | $2,083,000 | +81.9% | 58,730 | +76.1% | 0.00% | – |
| Q3 2019 | $1,145,000 | +5926.3% | 33,355 | +5063.3% | 0.00% | – |
| Q1 2018 | $19,000 | -58.7% | 646 | -61.7% | 0.00% | – |
| Q2 2017 | $46,000 | +228.6% | 1,686 | +219.3% | 0.00% | – |
| Q1 2017 | $14,000 | +250.0% | 528 | +282.6% | 0.00% | – |
| Q4 2016 | $4,000 | – | 138 | – | 0.00% | – |
Download | ||||||
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% |