ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 119 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $200,192 | -1.1% | 5,840 | +0.1% | 0.05% | -5.9% |
| Q1 2023 | $202,385 | +0.3% | 5,836 | +0.1% | 0.05% | -7.3% |
| Q4 2022 | $201,686 | -6.6% | 5,829 | +0.3% | 0.06% | -17.9% |
| Q1 2022 | $216,000 | -4.8% | 5,812 | +0.1% | 0.07% | -2.9% |
| Q4 2021 | $227,000 | +5.6% | 5,808 | +0.1% | 0.07% | -5.5% |
| Q3 2021 | $215,000 | -2.7% | 5,800 | 0.0% | 0.07% | -6.4% |
| Q2 2021 | $221,000 | -9.1% | 5,800 | -11.9% | 0.08% | -19.6% |
| Q1 2021 | $243,000 | -11.0% | 6,586 | -18.1% | 0.10% | -19.8% |
| Q4 2020 | $273,000 | +8.3% | 8,042 | -6.8% | 0.12% | -9.0% |
| Q3 2020 | $252,000 | +4.6% | 8,629 | +3.8% | 0.13% | -0.7% |
| Q2 2020 | $241,000 | – | 8,310 | – | 0.13% | – |
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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% |