ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 122 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $206,000 | -25.1% | 6,055 | -18.1% | 0.01% | -16.7% |
| Q1 2022 | $275,000 | -60.9% | 7,392 | -58.9% | 0.01% | -62.5% |
| Q4 2021 | $703,000 | +5.6% | 17,973 | +0.0% | 0.02% | -5.9% |
| Q3 2021 | $666,000 | +2.9% | 17,967 | +5.6% | 0.02% | +6.2% |
| Q2 2021 | $647,000 | +4.4% | 17,009 | +1.0% | 0.02% | -5.9% |
| Q1 2021 | $620,000 | -6.9% | 16,837 | -14.3% | 0.02% | -15.0% |
| Q4 2020 | $666,000 | +7.9% | 19,648 | -7.0% | 0.02% | 0.0% |
| Q3 2020 | $617,000 | -22.7% | 21,131 | -23.3% | 0.02% | -28.6% |
| Q2 2020 | $798,000 | -58.2% | 27,534 | -62.7% | 0.03% | -67.8% |
| Q1 2020 | $1,907,000 | -12.3% | 73,760 | +20.3% | 0.09% | +2.4% |
| Q4 2019 | $2,175,000 | +11.0% | 61,306 | +7.4% | 0.08% | 0.0% |
| Q3 2019 | $1,959,000 | +90.9% | 57,071 | +85.5% | 0.08% | +93.2% |
| Q2 2019 | $1,026,000 | – | 30,772 | – | 0.04% | – |
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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% |