ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 102 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,405 | -79.9% | 224 | -80.2% | 0.00% | -100.0% |
| Q2 2023 | $36,811 | -23.7% | 1,134 | -28.1% | 0.00% | -50.0% |
| Q1 2023 | $48,249 | +78996.7% | 1,578 | -12.2% | 0.00% | 0.0% |
| Q4 2022 | $61 | -99.9% | 1,798 | -49.8% | 0.00% | -33.3% |
| Q3 2022 | $117,000 | +9.3% | 3,584 | +10.0% | 0.00% | 0.0% |
| Q2 2022 | $107,000 | -37.4% | 3,258 | -36.5% | 0.00% | +50.0% |
| Q1 2022 | $171,000 | +111.1% | 5,130 | +172.9% | 0.00% | 0.0% |
| Q4 2021 | $81,000 | -55.7% | 1,880 | -60.5% | 0.00% | -50.0% |
| Q3 2021 | $183,000 | -48.0% | 4,759 | -48.1% | 0.00% | -42.9% |
| Q2 2021 | $352,000 | -5.1% | 9,169 | -7.8% | 0.01% | 0.0% |
| Q1 2021 | $371,000 | -2.6% | 9,948 | -9.8% | 0.01% | -53.3% |
| Q4 2020 | $381,000 | -30.9% | 11,028 | -41.9% | 0.02% | -54.5% |
| Q3 2020 | $551,000 | +15.3% | 18,987 | +13.7% | 0.03% | -13.2% |
| Q2 2020 | $478,000 | +196.9% | 16,699 | +168.9% | 0.04% | +137.5% |
| Q1 2020 | $161,000 | +187.5% | 6,211 | +291.1% | 0.02% | +300.0% |
| Q4 2019 | $56,000 | – | 1,588 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2018 | $378,000 | +7460.0% | 13,142 | +7722.6% | 0.02% | – |
| Q3 2018 | $5,000 | 0.0% | 168 | 0.0% | 0.00% | – |
| Q2 2018 | $5,000 | – | 168 | – | 0.00% | – |
Download | ||||||
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% |