ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 127 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $212,184 | -15.7% | 6,118 | -15.9% | 0.02% | -23.1% |
| Q4 2022 | $251,762 | -36.6% | 7,276 | -41.3% | 0.03% | +13.0% |
| Q3 2022 | $397,000 | +43.8% | 12,401 | +66.5% | 0.02% | +76.9% |
| Q1 2022 | $276,000 | +32.7% | 7,446 | +4.0% | 0.01% | -65.8% |
| Q2 2020 | $208,000 | +3.0% | 7,159 | -8.4% | 0.04% | -17.4% |
| Q1 2020 | $202,000 | -60.1% | 7,812 | -45.2% | 0.05% | -40.3% |
| Q4 2019 | $506,000 | +1.2% | 14,262 | -1.9% | 0.08% | -26.0% |
| Q3 2019 | $500,000 | +42.9% | 14,534 | +38.0% | 0.10% | +126.1% |
| Q2 2019 | $350,000 | +14.4% | 10,530 | +10.8% | 0.05% | -32.4% |
| Q1 2019 | $306,000 | +13.8% | 9,503 | +2.4% | 0.07% | -5.6% |
| Q4 2018 | $269,000 | – | 9,277 | – | 0.07% | – |
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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% |