ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,395 | +5.0% | 375,038 | +8.9% | 0.82% | +5.6% |
Q2 2023 | $11,804 | +46.7% | 344,352 | +48.5% | 0.78% | +25.6% |
Q1 2023 | $8,044 | +29.8% | 231,945 | +29.5% | 0.62% | +18.9% |
Q4 2022 | $6,199 | -99.9% | 179,154 | +4.8% | 0.52% | +3.8% |
Q3 2022 | $5,455,000 | +117.9% | 170,953 | +132.7% | 0.50% | +129.1% |
Q2 2022 | $2,503,000 | -54.7% | 73,464 | -50.6% | 0.22% | -45.9% |
Q1 2022 | $5,529,000 | +388.9% | 148,707 | +413.8% | 0.41% | +457.5% |
Q4 2021 | $1,131,000 | -56.5% | 28,945 | -58.7% | 0.07% | -62.6% |
Q3 2021 | $2,601,000 | +114.8% | 70,152 | +120.3% | 0.20% | +170.8% |
Q2 2021 | $1,211,000 | -84.1% | 31,843 | -84.6% | 0.07% | -85.2% |
Q1 2021 | $7,605,000 | – | 206,388 | – | 0.49% | – |
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% |