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 2023 | $3,431,730 | -10.6% | 103,839 | -7.2% | 0.04% | -31.7% |
| Q2 2023 | $3,836,760 | -14.9% | 111,931 | -13.9% | 0.06% | -18.2% |
| Q1 2023 | $4,506,885 | -4.8% | 129,958 | -5.1% | 0.08% | -16.3% |
| Q4 2022 | $4,736,068 | +8.5% | 136,879 | -0.0% | 0.09% | -6.1% |
| Q3 2022 | $4,367,000 | -4.4% | 136,911 | +2.1% | 0.10% | +2.1% |
| Q2 2022 | $4,568,000 | -13.4% | 134,071 | -5.4% | 0.10% | +33.3% |
| Q1 2022 | $5,272,000 | -40.9% | 141,791 | -37.9% | 0.07% | -69.1% |
| Q4 2021 | $8,926,000 | +6.6% | 228,343 | +1.1% | 0.23% | +13.1% |
| Q3 2021 | $8,371,000 | +718.3% | 225,750 | +739.2% | 0.21% | +472.2% |
| Q2 2021 | $1,023,000 | – | 26,902 | – | 0.04% | – |
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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% |