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 | $2,314 | – | 70 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tower Wealth Partners, Inc. | 229,890 | $7,791,000 | 8.92% |
Leelyn Smith, LLC | 351,591 | $13,838,000 | 4.42% |
USAdvisors Wealth Management, LLC | 257,474 | $8,776,000 | 4.22% |
Wade Financial Advisory, Inc | 112,718 | $3,820,000 | 2.56% |
Burns Matteson Capital Management, LLC | 54,341 | $1,841,601 | 2.03% |
Clear Creek Financial Management, LLC | 262,339 | $8,890,000 | 1.71% |
PFG Private Wealth Management, LLC | 64,893 | $2,199,000 | 1.68% |
HBK Sorce Advisory LLC | 801,672 | $27,169,000 | 1.68% |
Brickley Wealth Management | 140,528 | $4,762,000 | 1.31% |
Stewardship Financial Advisors, LLC | 80,137 | $2,716,000 | 0.99% |