ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 115 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
Download | ||||||
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% |