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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,254 | -88.7% | 280 | -86.4% | 0.00% | – |
Q2 2023 | $81,635 | +1448.8% | 2,062 | +1256.6% | 0.00% | – |
Q1 2023 | $5,271 | +0.2% | 152 | 0.0% | 0.00% | – |
Q4 2022 | $5,259 | -81.2% | 152 | -82.4% | 0.00% | – |
Q3 2022 | $28,000 | +833.3% | 866 | +895.4% | 0.00% | – |
Q1 2022 | $3,000 | -57.1% | 87 | -51.7% | 0.00% | – |
Q4 2021 | $7,000 | -99.6% | 180 | -99.7% | 0.00% | -100.0% |
Q3 2021 | $1,923,000 | -34.1% | 51,872 | -32.4% | 0.02% | -27.3% |
Q2 2021 | $2,918,000 | -42.6% | 76,715 | -44.4% | 0.03% | -59.3% |
Q1 2021 | $5,083,000 | +100.8% | 137,943 | +84.7% | 0.08% | +125.0% |
Q4 2020 | $2,532,000 | -66.8% | 74,703 | -71.3% | 0.04% | -67.0% |
Q3 2020 | $7,616,000 | +3315.2% | 260,631 | +3294.5% | 0.11% | +3533.3% |
Q2 2020 | $223,000 | -76.1% | 7,678 | -78.7% | 0.00% | -92.1% |
Q1 2020 | $932,000 | -54.2% | 36,051 | -37.2% | 0.04% | -40.6% |
Q4 2019 | $2,035,000 | – | 57,367 | – | 0.06% | – |
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% |