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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |