ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 115 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $211,000 | -18.8% | 6,197 | -11.5% | 0.00% | 0.0% |
| Q1 2022 | $260,000 | +4.8% | 7,003 | +10.6% | 0.00% | 0.0% |
| Q4 2021 | $248,000 | +11.7% | 6,332 | +5.8% | 0.00% | 0.0% |
| Q3 2021 | $222,000 | -40.6% | 5,984 | -39.1% | 0.00% | -33.3% |
| Q2 2021 | $374,000 | -87.8% | 9,824 | -88.2% | 0.00% | -90.3% |
| Q1 2021 | $3,065,000 | +94.4% | 83,187 | +78.7% | 0.03% | +72.2% |
| Q4 2020 | $1,577,000 | +39.9% | 46,541 | +20.7% | 0.02% | +12.5% |
| Q3 2020 | $1,127,000 | +8.1% | 38,553 | +7.2% | 0.02% | 0.0% |
| Q2 2020 | $1,043,000 | +22.3% | 35,969 | +9.0% | 0.02% | -20.0% |
| Q1 2020 | $853,000 | – | 32,997 | – | 0.02% | – |
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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% |