ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 135 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $270,000 | -25.2% | 8,451 | -20.3% | 0.02% | -23.8% |
| Q2 2022 | $361,000 | -15.9% | 10,597 | -8.2% | 0.02% | 0.0% |
| Q1 2022 | $429,000 | -9.7% | 11,549 | -5.0% | 0.02% | -8.7% |
| Q4 2021 | $475,000 | +41.8% | 12,159 | +34.5% | 0.02% | +21.1% |
| Q3 2021 | $335,000 | -59.1% | 9,040 | -58.0% | 0.02% | -62.0% |
| Q2 2021 | $819,000 | -56.5% | 21,524 | -57.9% | 0.05% | -61.8% |
| Q1 2021 | $1,883,000 | -48.8% | 51,112 | -53.1% | 0.13% | -51.7% |
| Q4 2020 | $3,675,000 | -99.9% | 108,933 | +1.1% | 0.27% | -0.7% |
| Q3 2020 | $3,149,000,000 | – | 107,767 | – | 0.27% | – |
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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% |