ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 135 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $202,000 | -93.8% | 5,177 | -94.1% | 0.03% | -94.3% |
| Q3 2021 | $3,258,000 | -56.2% | 87,857 | -55.0% | 0.52% | -54.5% |
| Q2 2021 | $7,432,000 | +360.8% | 195,382 | +360.6% | 1.15% | -64.5% |
| Q1 2021 | $1,613,000 | -81.9% | 42,420 | -83.8% | 3.24% | +88.8% |
| Q4 2020 | $8,890,000 | +158.1% | 262,339 | +120.7% | 1.71% | +92.2% |
| Q2 2020 | $3,445,000 | -26.5% | 118,844 | -32.1% | 0.89% | -49.9% |
| Q1 2020 | $4,686,000 | – | 174,926 | – | 1.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH MANAGEMENT RESOURCES, INC. | 203,359 | $7,949,000 | 5.12% |
| Wade Financial Advisory, Inc | 98,271 | $3,841,000 | 2.00% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 56,170 | $2,196,000 | 1.98% |
| Burns Matteson Capital Management, LLC | 45,150 | $1,764,910 | 1.20% |
| Brickley Wealth Management | 137,232 | $5,364,000 | 1.14% |
| Empirical Asset Management, LLC | 27,735 | $1,084,000 | 1.05% |
| Professional Financial Advisors, LLC | 53,749 | $2,101,000 | 0.91% |
| High Net Worth Advisory Group LLC | 60,905 | $2,381,000 | 0.83% |
| Cornerstone Wealth Management, LLC | 198,188 | $7,749,000 | 0.74% |
| Atlas Private Wealth Management, LLC | 33,731 | $1,319,000 | 0.74% |