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 | $35,877 | +96864.9% | 1,080 | 0.0% | 0.02% | +6.2% |
| Q2 2023 | $37 | 0.0% | 1,080 | 0.0% | 0.02% | -11.1% |
| Q1 2023 | $37 | 0.0% | 1,080 | 0.0% | 0.02% | -5.3% |
| Q4 2022 | $37 | -99.9% | 1,080 | 0.0% | 0.02% | +5.6% |
| Q3 2022 | $35,000 | -5.4% | 1,080 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $37,000 | -7.5% | 1,080 | 0.0% | 0.02% | +12.5% |
| Q1 2022 | $40,000 | -4.8% | 1,080 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $42,000 | +5.0% | 1,080 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $40,000 | 0.0% | 1,080 | 0.0% | 0.02% | +6.2% |
| Q2 2021 | $40,000 | 0.0% | 1,080 | 0.0% | 0.02% | -15.8% |
| Q1 2021 | $40,000 | +8.1% | 1,080 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $37,000 | +94.7% | 1,080 | +86.2% | 0.02% | +90.0% |
| Q3 2020 | $19,000 | +11.8% | 580 | 0.0% | 0.01% | -9.1% |
| Q2 2020 | $17,000 | +6.2% | 580 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $16,000 | +1500.0% | 580 | +1833.3% | 0.01% | +1000.0% |
| Q4 2019 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,000 | – | 30 | – | 0.00% | – |
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% |