ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,462,328 | -18.0% | 44,246 | -15.0% | 0.02% | -18.5% |
| Q2 2023 | $1,784,051 | +0.6% | 52,044 | +1.8% | 0.03% | -3.6% |
| Q1 2023 | $1,772,997 | -2.4% | 51,124 | -2.6% | 0.03% | -9.7% |
| Q4 2022 | $1,815,757 | +7.1% | 52,479 | -1.3% | 0.03% | -3.1% |
| Q3 2022 | $1,696,000 | -18.3% | 53,152 | -12.7% | 0.03% | -15.8% |
| Q2 2022 | $2,075,000 | -9.2% | 60,912 | -0.9% | 0.04% | +8.6% |
| Q1 2022 | $2,285,000 | -24.6% | 61,455 | -20.7% | 0.04% | -23.9% |
| Q4 2021 | $3,029,000 | -18.8% | 77,480 | -23.0% | 0.05% | -28.1% |
| Q3 2021 | $3,731,000 | -2.4% | 100,612 | +0.1% | 0.06% | -1.5% |
| Q2 2021 | $3,823,000 | -100.0% | 100,507 | -54.9% | 0.06% | -9.7% |
| Q1 2021 | $8,207,758,000 | +162914.1% | 222,734 | +49.9% | 0.07% | -33.9% |
| Q4 2020 | $5,035,000 | +18.3% | 148,560 | +2.0% | 0.11% | +1.9% |
| Q3 2020 | $4,257,000 | +26.8% | 145,696 | +25.9% | 0.11% | +11.5% |
| Q2 2020 | $3,356,000 | +70.1% | 115,765 | +51.7% | 0.10% | +33.3% |
| Q1 2020 | $1,973,000 | +1710.1% | 76,334 | +2371.2% | 0.07% | +2300.0% |
| Q4 2019 | $109,000 | +275.9% | 3,089 | +257.5% | 0.00% | +200.0% |
| Q3 2019 | $29,000 | +3.6% | 864 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $28,000 | -92.7% | 864 | -92.7% | 0.00% | -93.8% |
| Q1 2019 | $383,000 | +1.6% | 11,900 | -8.4% | 0.02% | -11.1% |
| Q4 2018 | $377,000 | – | 12,997 | – | 0.02% | – |
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% |