ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 102 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $522,000 | -15.5% | 16,352 | -9.9% | 0.02% | -16.7% |
| Q2 2022 | $618,000 | -22.4% | 18,140 | -10.9% | 0.03% | -9.1% |
| Q4 2021 | $796,000 | +24.0% | 20,361 | +17.7% | 0.03% | +10.0% |
| Q3 2021 | $642,000 | +0.2% | 17,301 | +3.3% | 0.03% | -6.2% |
| Q2 2021 | $641,000 | -8.8% | 16,751 | -11.0% | 0.03% | -20.0% |
| Q1 2021 | $703,000 | +22.0% | 18,825 | +10.8% | 0.04% | -4.8% |
| Q4 2020 | $576,000 | +56.5% | 16,986 | +35.0% | 0.04% | +27.3% |
| Q3 2020 | $368,000 | +27.8% | 12,586 | +26.9% | 0.03% | +13.8% |
| Q2 2020 | $288,000 | – | 9,918 | – | 0.03% | – |
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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% |