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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leelyn Smith, LLC | 405,581 | $14,946,000 | 4.45% |
| Clear Creek Financial Management, LLC | 42,420 | $1,613,000 | 3.24% |
| Prostatis Group LLC | 95,910 | $3,534,288 | 2.77% |
| Wade Financial Advisory, Inc | 112,491 | $4,145,000 | 2.62% |
| Burns Matteson Capital Management, LLC | 48,784 | $1,797,673 | 1.72% |
| Brickley Wealth Management | 140,588 | $5,181,000 | 1.39% |
| Professional Financial Advisors, LLC | 47,538 | $1,752,000 | 1.09% |
| Stewardship Financial Advisors, LLC | 80,756 | $2,976,000 | 1.03% |
| ACT Advisors, LLC. | 26,415 | $1,009,000 | 0.80% |
| Ameritas Investment Company, LLC | 205,865 | $7,586,116,000 | 0.66% |