ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 125 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $644,310 | +3.6% | 19,495 | +7.5% | 0.06% | +11.3% |
Q2 2023 | $621,908 | -0.7% | 18,142 | +0.5% | 0.05% | -3.6% |
Q1 2023 | $626,217 | -5.1% | 18,057 | -2.4% | 0.06% | -3.5% |
Q4 2022 | $659,781 | +11.8% | 18,502 | 0.0% | 0.06% | -6.6% |
Q3 2022 | $590,000 | -2.6% | 18,502 | +4.0% | 0.06% | +3.4% |
Q2 2022 | $606,000 | -0.3% | 17,792 | +8.7% | 0.06% | +11.3% |
Q1 2022 | $608,000 | +4.1% | 16,372 | +9.5% | 0.05% | +8.2% |
Q4 2021 | $584,000 | +9.8% | 14,957 | +4.1% | 0.05% | +2.1% |
Q3 2021 | $532,000 | +4.3% | 14,372 | +7.0% | 0.05% | +2.1% |
Q2 2021 | $510,000 | +13.6% | 13,431 | +10.2% | 0.05% | +6.8% |
Q1 2021 | $449,000 | +8.7% | 12,191 | 0.0% | 0.04% | -29.0% |
Q4 2020 | $413,000 | +16.0% | 12,191 | 0.0% | 0.06% | +47.6% |
Q3 2020 | $356,000 | -99.9% | 12,191 | +15.4% | 0.04% | +7.7% |
Q2 2020 | $306,163,000 | +122365.2% | 10,561 | +8.9% | 0.04% | +2.6% |
Q1 2020 | $250,000 | +9.2% | 9,696 | +49.6% | 0.04% | +26.7% |
Q4 2019 | $229,000 | – | 6,481 | – | 0.03% | – |
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% |