ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 125 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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. | 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% |