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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |