ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $608,000 | -26.4% | 17,935 | -36.5% | 0.11% | -38.7% |
| Q3 2020 | $826,000 | -24.2% | 28,257 | -24.8% | 0.18% | -30.7% |
| Q2 2020 | $1,089,000 | +9.0% | 37,561 | -2.7% | 0.26% | -17.4% |
| Q1 2020 | $999,000 | -83.0% | 38,618 | -76.7% | 0.32% | -73.4% |
| Q4 2019 | $5,871,000 | +126.5% | 165,523 | +119.2% | 1.19% | +115.8% |
| Q3 2019 | $2,592,000 | +139.6% | 75,506 | +132.6% | 0.55% | +117.8% |
| Q2 2019 | $1,082,000 | – | 32,461 | – | 0.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH MANAGEMENT RESOURCES, INC. | 203,359 | $7,949,000 | 5.12% |
| Wade Financial Advisory, Inc | 98,271 | $3,841,000 | 2.00% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 56,170 | $2,196,000 | 1.98% |
| Burns Matteson Capital Management, LLC | 45,150 | $1,764,910 | 1.20% |
| Brickley Wealth Management | 137,232 | $5,364,000 | 1.14% |
| Empirical Asset Management, LLC | 27,735 | $1,084,000 | 1.05% |
| Professional Financial Advisors, LLC | 53,749 | $2,101,000 | 0.91% |
| High Net Worth Advisory Group LLC | 60,905 | $2,381,000 | 0.83% |
| Cornerstone Wealth Management, LLC | 198,188 | $7,749,000 | 0.74% |
| Atlas Private Wealth Management, LLC | 33,731 | $1,319,000 | 0.74% |