ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,770 | -3.6% | 235 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,059 | -0.8% | 235 | +0.4% | 0.00% | 0.0% |
| Q1 2023 | $8,126 | -68.5% | 234 | -68.6% | 0.00% | -66.7% |
| Q4 2022 | $25,779 | +7.4% | 745 | +0.1% | 0.01% | 0.0% |
| Q3 2022 | $24,000 | -4.0% | 744 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $25,000 | -10.7% | 743 | +0.1% | 0.01% | -14.3% |
| Q1 2022 | $28,000 | -3.4% | 742 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $29,000 | +7.4% | 742 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $27,000 | -3.6% | 741 | +0.1% | 0.01% | -12.5% |
| Q2 2021 | $28,000 | -26.3% | 740 | -77.7% | 0.01% | -27.3% |
| Q1 2021 | $38,000 | -28.3% | 3,324 | +112.9% | 0.01% | -38.9% |
| Q4 2020 | $53,000 | -8.6% | 1,561 | -21.8% | 0.02% | -14.3% |
| Q3 2020 | $58,000 | -12.1% | 1,996 | -13.0% | 0.02% | -16.0% |
| Q2 2020 | $66,000 | -12.0% | 2,293 | -21.3% | 0.02% | -26.5% |
| Q1 2020 | $75,000 | +316.7% | 2,914 | +469.1% | 0.03% | +325.0% |
| Q4 2019 | $18,000 | – | 512 | – | 0.01% | – |
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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% |