ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 119 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $65 | 0.0% | 1,875 | 0.0% | 0.04% | +4.7% |
| Q4 2022 | $65 | -99.9% | 1,875 | 0.0% | 0.04% | -17.3% |
| Q3 2022 | $60,000 | -17.8% | 1,875 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $73,000 | +4.3% | 1,875 | 0.0% | 0.05% | -16.1% |
| Q3 2021 | $70,000 | -2.8% | 1,875 | -1.0% | 0.06% | +14.8% |
| Q2 2021 | $72,000 | +4.3% | 1,893 | +1.0% | 0.05% | -1.8% |
| Q1 2021 | $69,000 | 0.0% | 1,875 | -8.2% | 0.06% | +3.8% |
| Q4 2020 | $69,000 | -21.6% | 2,043 | -31.9% | 0.05% | -10.2% |
| Q3 2020 | $88,000 | +12.8% | 3,002 | 0.0% | 0.06% | +5.4% |
| Q1 2020 | $78,000 | -34.5% | 3,002 | -10.6% | 0.06% | -12.5% |
| Q4 2019 | $119,000 | -9.8% | 3,359 | -13.0% | 0.06% | -28.1% |
| Q3 2019 | $132,000 | +2.3% | 3,859 | 0.0% | 0.09% | -4.3% |
| Q2 2019 | $129,000 | +4.0% | 3,859 | 0.0% | 0.09% | +6.9% |
| Q1 2019 | $124,000 | +10.7% | 3,859 | 0.0% | 0.09% | -23.7% |
| Q4 2018 | $112,000 | 0.0% | 3,859 | +10.8% | 0.11% | +7.5% |
| Q3 2018 | $112,000 | – | 3,484 | – | 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% |