ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 127 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $614,338 | +94.1% | 18,588 | +101.3% | 0.00% | -33.3% |
| Q2 2023 | $316,513 | -49.6% | 9,233 | -49.0% | 0.00% | -57.1% |
| Q1 2023 | $627,660 | -0.9% | 18,099 | +1.4% | 0.01% | -12.5% |
| Q4 2022 | $633,637 | +5.6% | 17,844 | -4.6% | 0.01% | -11.1% |
| Q3 2022 | $600,000 | +110.5% | 18,711 | +127.3% | 0.01% | +125.0% |
| Q2 2022 | $285,000 | – | 8,233 | – | 0.00% | – |
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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% |