ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 115 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $139,000 | -48.5% | 5,315 | -30.0% | 0.11% | -33.1% |
| Q4 2019 | $270,000 | +1.5% | 7,595 | -1.9% | 0.16% | -7.4% |
| Q3 2019 | $266,000 | +3.5% | 7,745 | +0.5% | 0.18% | +2.3% |
| Q2 2019 | $257,000 | +2.0% | 7,710 | -1.3% | 0.17% | -8.0% |
| Q1 2019 | $252,000 | -46.5% | 7,815 | -51.8% | 0.19% | -55.4% |
| Q4 2018 | $471,000 | -33.1% | 16,210 | -24.8% | 0.42% | -14.1% |
| Q3 2018 | $704,000 | +116.0% | 21,545 | +106.4% | 0.49% | +99.2% |
| Q2 2018 | $326,000 | – | 10,440 | – | 0.24% | – |
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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% |