ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 125 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $30,936 | -0.8% | 902 | +0.3% | 0.00% | 0.0% |
| Q1 2023 | $31,194 | +0.8% | 899 | +0.4% | 0.00% | 0.0% |
| Q4 2022 | $30,953 | +10.5% | 895 | +0.7% | 0.00% | 0.0% |
| Q3 2022 | $28,000 | -6.7% | 889 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $30,000 | -67.4% | 885 | -64.0% | 0.00% | -60.0% |
| Q1 2022 | $92,000 | -4.2% | 2,461 | +0.3% | 0.01% | 0.0% |
| Q4 2021 | $96,000 | +5.5% | 2,454 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $91,000 | -2.2% | 2,450 | +0.5% | 0.01% | 0.0% |
| Q2 2021 | $93,000 | -47.2% | 2,437 | -48.9% | 0.01% | -52.4% |
| Q1 2021 | $176,000 | +506.9% | 4,771 | +448.4% | 0.02% | +425.0% |
| Q4 2020 | $29,000 | +31.8% | 870 | +13.7% | 0.00% | 0.0% |
| Q3 2020 | $22,000 | -65.6% | 765 | -65.4% | 0.00% | -63.6% |
| Q2 2020 | $64,000 | +73.0% | 2,209 | +53.3% | 0.01% | +57.1% |
| Q1 2020 | $37,000 | -27.5% | 1,441 | +0.3% | 0.01% | -46.2% |
| Q4 2019 | $51,000 | +4.1% | 1,436 | +0.3% | 0.01% | 0.0% |
| Q3 2019 | $49,000 | – | 1,432 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH MANAGEMENT RESOURCES, INC. | 203,359 | $7,949,000 | 5.12% |
| Wade Financial Advisory, Inc | 98,271 | $3,841,000 | 2.00% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 56,170 | $2,196,000 | 1.98% |
| Burns Matteson Capital Management, LLC | 45,150 | $1,764,910 | 1.20% |
| Brickley Wealth Management | 137,232 | $5,364,000 | 1.14% |
| Empirical Asset Management, LLC | 27,735 | $1,084,000 | 1.05% |
| Professional Financial Advisors, LLC | 53,749 | $2,101,000 | 0.91% |
| High Net Worth Advisory Group LLC | 60,905 | $2,381,000 | 0.83% |
| Cornerstone Wealth Management, LLC | 198,188 | $7,749,000 | 0.74% |
| Atlas Private Wealth Management, LLC | 33,731 | $1,319,000 | 0.74% |