ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 125 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,276,815 | -7.3% | 38,633 | -3.9% | 0.06% | -3.0% |
| Q2 2023 | $1,377,913 | -1.4% | 40,196 | -0.3% | 0.07% | -23.3% |
| Q1 2023 | $1,397,641 | +4.5% | 40,301 | +4.3% | 0.09% | -9.5% |
| Q4 2022 | $1,336,874 | +112.9% | 38,638 | +96.3% | 0.10% | +82.7% |
| Q3 2022 | $628,000 | +1.9% | 19,685 | +8.9% | 0.05% | +2.0% |
| Q2 2022 | $616,000 | -16.6% | 18,073 | -9.0% | 0.05% | -3.8% |
| Q1 2022 | $739,000 | +23.4% | 19,865 | +29.7% | 0.05% | +17.8% |
| Q4 2021 | $599,000 | +19.1% | 15,319 | +13.0% | 0.04% | -34.8% |
| Q3 2021 | $503,000 | +63.8% | 13,553 | +68.1% | 0.07% | +25.5% |
| Q2 2021 | $307,000 | +6.2% | 8,062 | +2.9% | 0.06% | -1.8% |
| Q1 2021 | $289,000 | – | 7,832 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH MANAGEMENT RESOURCES, INC. | 203,359 | $7,949,000 | 5.12% |
| Wade Financial Advisory, Inc | 98,271 | $3,841,000 | 2.00% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 56,170 | $2,196,000 | 1.98% |
| Burns Matteson Capital Management, LLC | 45,150 | $1,764,910 | 1.20% |
| Brickley Wealth Management | 137,232 | $5,364,000 | 1.14% |
| Empirical Asset Management, LLC | 27,735 | $1,084,000 | 1.05% |
| Professional Financial Advisors, LLC | 53,749 | $2,101,000 | 0.91% |
| High Net Worth Advisory Group LLC | 60,905 | $2,381,000 | 0.83% |
| Cornerstone Wealth Management, LLC | 198,188 | $7,749,000 | 0.74% |
| Atlas Private Wealth Management, LLC | 33,731 | $1,319,000 | 0.74% |