ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 119 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $217,000 | -42.7% | 6,386 | -34.2% | 0.03% | -43.1% |
| Q1 2022 | $379,000 | 0.0% | 9,706 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $379,000 | -4.3% | 9,706 | -9.3% | 0.06% | -13.4% |
| Q3 2021 | $396,000 | -21.1% | 10,704 | -19.0% | 0.07% | -22.1% |
| Q2 2021 | $502,000 | -8.7% | 13,220 | -11.5% | 0.09% | -16.5% |
| Q1 2021 | $550,000 | +0.7% | 14,944 | -7.3% | 0.10% | -12.0% |
| Q4 2020 | $546,000 | -89.6% | 16,122 | -91.0% | 0.12% | -91.0% |
| Q3 2020 | $5,227,000 | +13.1% | 178,891 | +12.2% | 1.29% | +10.1% |
| Q2 2020 | $4,620,000 | +9.5% | 159,385 | +34.0% | 1.18% | -2.7% |
| Q4 2019 | $4,219,000 | +27.8% | 118,951 | +23.6% | 1.21% | +9.4% |
| Q3 2019 | $3,302,000 | +26.2% | 96,203 | +22.5% | 1.10% | +11.7% |
| Q2 2019 | $2,616,000 | +29.8% | 78,512 | +25.5% | 0.99% | +29.7% |
| Q1 2019 | $2,016,000 | +149.2% | 62,562 | +124.5% | 0.76% | +130.2% |
| Q4 2018 | $809,000 | – | 27,866 | – | 0.33% | – |
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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% |