ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 122 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $215 | -13.3% | 6,277 | -12.4% | 0.10% | -13.6% |
| Q1 2023 | $248 | -3.5% | 7,164 | -3.4% | 0.12% | -4.8% |
| Q4 2022 | $257 | -99.9% | 7,418 | -45.7% | 0.12% | -44.4% |
| Q3 2022 | $436,000 | -6.8% | 13,667 | -0.5% | 0.22% | -5.1% |
| Q2 2022 | $468,000 | -14.1% | 13,736 | -6.2% | 0.24% | +0.9% |
| Q1 2022 | $545,000 | -25.9% | 14,648 | -22.1% | 0.23% | -22.1% |
| Q4 2021 | $735,000 | -7.8% | 18,808 | -12.5% | 0.30% | -13.3% |
| Q3 2021 | $797,000 | +106.5% | 21,506 | +112.2% | 0.34% | +64.3% |
| Q2 2021 | $386,000 | -46.6% | 10,137 | -48.3% | 0.21% | -40.0% |
| Q1 2021 | $723,000 | -91.8% | 19,622 | -92.4% | 0.35% | -91.7% |
| Q4 2020 | $8,776,000 | +24.1% | 257,474 | +7.2% | 4.22% | +282.2% |
| Q3 2020 | $7,070,000 | +2.2% | 240,221 | +0.7% | 1.10% | -70.0% |
| Q2 2020 | $6,917,000 | +21.2% | 238,594 | +8.1% | 3.68% | +4.3% |
| Q1 2020 | $5,708,000 | +5.5% | 220,749 | +42.1% | 3.52% | +25.8% |
| Q4 2019 | $5,409,000 | – | 155,326 | – | 2.80% | – |
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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% |