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 ↓ |
|---|---|---|---|
| Tower Wealth Partners, Inc. | 229,890 | $7,791,000 | 8.92% |
| Leelyn Smith, LLC | 351,591 | $13,838,000 | 4.42% |
| USAdvisors Wealth Management, LLC | 257,474 | $8,776,000 | 4.22% |
| Wade Financial Advisory, Inc | 112,718 | $3,820,000 | 2.56% |
| Burns Matteson Capital Management, LLC | 54,341 | $1,841,601 | 2.03% |
| Clear Creek Financial Management, LLC | 262,339 | $8,890,000 | 1.71% |
| PFG Private Wealth Management, LLC | 64,893 | $2,199,000 | 1.68% |
| HBK Sorce Advisory LLC | 801,672 | $27,169,000 | 1.68% |
| Brickley Wealth Management | 140,528 | $4,762,000 | 1.31% |
| Stewardship Financial Advisors, LLC | 80,137 | $2,716,000 | 0.99% |