ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 122 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,517 | -78.8% | 1,286 | -78.0% | 0.00% | -81.8% |
| Q2 2023 | $200,794 | +16.7% | 5,857 | +18.0% | 0.01% | +10.0% |
| Q1 2023 | $172,129 | +0.1% | 4,963 | -0.2% | 0.01% | 0.0% |
| Q4 2022 | $172,038 | +191.6% | 4,972 | +165.7% | 0.01% | +150.0% |
| Q3 2022 | $59,000 | +5800.0% | 1,871 | +4956.8% | 0.00% | – |
| Q2 2022 | $1,000 | -97.4% | 37 | -96.3% | 0.00% | -100.0% |
| Q2 2021 | $38,000 | 0.0% | 1,012 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $38,000 | +2.7% | 1,012 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $37,000 | +27.6% | 1,012 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $29,000 | +3.6% | 1,012 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $28,000 | +12.0% | 1,012 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $25,000 | – | 1,012 | – | 0.00% | – |
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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% |