ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 127 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $208,000 | -7.1% | 6,477 | 0.0% | 0.05% | -8.8% |
| Q2 2022 | $224,000 | -20.6% | 6,477 | -14.2% | 0.06% | +9.6% |
| Q1 2022 | $282,000 | -5.1% | 7,548 | -0.7% | 0.05% | -3.7% |
| Q4 2021 | $297,000 | +6.1% | 7,603 | +1.7% | 0.05% | -8.5% |
| Q3 2021 | $280,000 | -2.1% | 7,476 | -0.7% | 0.06% | -4.8% |
| Q2 2021 | $286,000 | +6.7% | 7,528 | +3.6% | 0.06% | -3.1% |
| Q1 2021 | $268,000 | -18.5% | 7,266 | -25.1% | 0.06% | -23.8% |
| Q4 2020 | $329,000 | +7.9% | 9,704 | -2.9% | 0.08% | -5.6% |
| Q3 2020 | $305,000 | -13.1% | 9,994 | -17.5% | 0.09% | -20.5% |
| Q2 2020 | $351,000 | -26.6% | 12,118 | -34.4% | 0.11% | -42.0% |
| Q1 2020 | $478,000 | +14.1% | 18,481 | +56.4% | 0.19% | +25.3% |
| Q4 2019 | $419,000 | +68.3% | 11,813 | +60.2% | 0.15% | +41.3% |
| Q3 2019 | $249,000 | – | 7,372 | – | 0.11% | – |
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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% |