ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 54 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,120,097 | -4.4% | 33,891 | -0.8% | 0.06% | -6.6% |
Q2 2023 | $1,171,715 | -1.7% | 34,181 | -0.5% | 0.06% | -10.3% |
Q1 2023 | $1,191,707 | +0.2% | 34,363 | +0.0% | 0.07% | -9.3% |
Q4 2022 | $1,188,781 | +8.8% | 34,358 | +0.3% | 0.08% | -9.6% |
Q3 2022 | $1,093,000 | -4.5% | 34,268 | +2.0% | 0.08% | -17.8% |
Q2 2022 | $1,145,000 | -6.3% | 33,599 | +2.2% | 0.10% | +8.6% |
Q1 2022 | $1,222,000 | -6.4% | 32,879 | -1.6% | 0.09% | -3.1% |
Q4 2021 | $1,306,000 | -12.9% | 33,413 | -17.4% | 0.10% | -21.3% |
Q3 2021 | $1,499,000 | -15.0% | 40,437 | -12.7% | 0.12% | +8.9% |
Q2 2021 | $1,763,000 | +7.1% | 46,342 | +3.7% | 0.11% | -5.1% |
Q1 2021 | $1,646,000 | +21.3% | 44,680 | +11.6% | 0.12% | +4.4% |
Q4 2020 | $1,357,000 | +149.4% | 40,034 | +115.1% | 0.11% | +105.5% |
Q3 2020 | $544,000 | -43.9% | 18,611 | -50.4% | 0.06% | -60.7% |
Q1 2020 | $970,000 | -12.5% | 37,507 | +20.1% | 0.14% | +6.9% |
Q4 2019 | $1,108,000 | +8.0% | 31,233 | +4.5% | 0.13% | -6.4% |
Q3 2019 | $1,026,000 | +25.4% | 29,885 | +21.8% | 0.14% | +17.6% |
Q2 2019 | $818,000 | +15.2% | 24,541 | +11.4% | 0.12% | +0.8% |
Q1 2019 | $710,000 | – | 22,033 | – | 0.12% | – |
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% |