ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 89 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,728,000 | +51.8% | 48,717 | +47.0% | 0.01% | +50.0% |
| Q3 2019 | $1,138,000 | +8.4% | 33,135 | +5.2% | 0.01% | 0.0% |
| Q2 2019 | $1,050,000 | +158.6% | 31,487 | +150.3% | 0.01% | +166.7% |
| Q1 2019 | $406,000 | +53.2% | 12,582 | +37.6% | 0.00% | 0.0% |
| Q4 2018 | $265,000 | +194.4% | 9,142 | +231.0% | 0.00% | +200.0% |
| Q3 2018 | $90,000 | +200.0% | 2,762 | +165.8% | 0.00% | – |
| Q1 2018 | $30,000 | 0.0% | 1,039 | 0.0% | 0.00% | – |
| Q4 2017 | $30,000 | +3.4% | 1,039 | 0.0% | 0.00% | – |
| Q3 2017 | $29,000 | 0.0% | 1,039 | 0.0% | 0.00% | -100.0% |
| Q2 2017 | $29,000 | +3.6% | 1,039 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $28,000 | +3.7% | 1,039 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $27,000 | – | 1,039 | – | 0.00% | – |
Download | ||||||
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% |