ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 115 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $2,976,000 | +9.6% | 80,756 | +0.8% | 1.03% | +4.1% |
Q4 2020 | $2,716,000 | -52.7% | 80,137 | -59.3% | 0.99% | -58.3% |
Q3 2020 | $5,747,000 | +7.2% | 196,669 | +6.3% | 2.38% | +1.0% |
Q2 2020 | $5,362,000 | +52.7% | 184,944 | +36.2% | 2.36% | +31.7% |
Q1 2020 | $3,511,000 | – | 135,759 | – | 1.79% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tower Wealth Partners, Inc. | 229,890 | $7,791,000 | 8.92% |
Leelyn Smith, LLC | 351,591 | $13,838,000 | 4.42% |
USAdvisors Wealth Management, LLC | 257,474 | $8,776,000 | 4.22% |
Wade Financial Advisory, Inc | 112,718 | $3,820,000 | 2.56% |
Burns Matteson Capital Management, LLC | 54,341 | $1,841,601 | 2.03% |
Clear Creek Financial Management, LLC | 262,339 | $8,890,000 | 1.71% |
PFG Private Wealth Management, LLC | 64,893 | $2,199,000 | 1.68% |
HBK Sorce Advisory LLC | 801,672 | $27,169,000 | 1.68% |
Brickley Wealth Management | 140,528 | $4,762,000 | 1.31% |
Stewardship Financial Advisors, LLC | 80,137 | $2,716,000 | 0.99% |