ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 119 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $740,221 | -0.1% | 22,397 | +3.6% | 0.09% | +2.3% |
| Q2 2023 | $741,271 | -0.5% | 21,624 | +0.7% | 0.09% | -6.5% |
| Q1 2023 | $744,961 | +2.0% | 21,481 | +1.8% | 0.09% | -4.1% |
| Q4 2022 | $730,129 | +0.3% | 21,102 | -7.5% | 0.10% | -11.8% |
| Q3 2022 | $728,000 | -11.0% | 22,803 | -5.0% | 0.11% | -9.8% |
| Q2 2022 | $818,000 | -3.8% | 24,011 | +5.1% | 0.12% | +4.3% |
| Q1 2022 | $850,000 | -0.8% | 22,849 | +4.2% | 0.12% | -1.7% |
| Q4 2021 | $857,000 | +7.0% | 21,929 | +1.5% | 0.12% | -5.6% |
| Q3 2021 | $801,000 | -0.7% | 21,598 | +1.8% | 0.13% | -3.8% |
| Q2 2021 | $807,000 | +7.0% | 21,218 | +3.6% | 0.13% | +5.6% |
| Q1 2021 | $754,000 | – | 20,471 | – | 0.12% | – |
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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% |