ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 72 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $272,698 | -7.2% | 8,251 | -3.8% | 0.08% | -10.5% |
Q2 2023 | $293,984 | -0.8% | 8,576 | +0.4% | 0.09% | +1.2% |
Q1 2023 | $296,246 | +104580.6% | 8,542 | +4.6% | 0.08% | -7.6% |
Q4 2022 | $283 | -99.9% | 8,168 | +1.2% | 0.09% | +2.2% |
Q3 2022 | $258,000 | -7.2% | 8,073 | -1.1% | 0.09% | 0.0% |
Q2 2022 | $278,000 | -9.4% | 8,160 | -1.0% | 0.09% | +5.9% |
Q1 2022 | $307,000 | -3.8% | 8,244 | +1.0% | 0.08% | -4.5% |
Q4 2021 | $319,000 | +1.3% | 8,159 | -3.9% | 0.09% | -7.3% |
Q3 2021 | $315,000 | -2.8% | 8,486 | -0.3% | 0.10% | -3.0% |
Q2 2021 | $324,000 | +0.3% | 8,508 | -3.0% | 0.10% | -4.8% |
Q1 2021 | $323,000 | -11.5% | 8,771 | -18.6% | 0.10% | -18.8% |
Q4 2020 | $365,000 | -42.0% | 10,776 | -50.0% | 0.13% | -49.6% |
Q3 2020 | $629,000 | -64.7% | 21,533 | -65.0% | 0.25% | -54.3% |
Q2 2020 | $1,782,000 | +50.8% | 61,496 | +34.6% | 0.56% | +6.3% |
Q1 2020 | $1,182,000 | +182.8% | 45,702 | +287.8% | 0.52% | +209.5% |
Q4 2019 | $418,000 | +14.5% | 11,784 | +9.9% | 0.17% | -18.8% |
Q3 2019 | $365,000 | – | 10,722 | – | 0.21% | – |
Download |
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% |