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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,133,625 | +177.7% | 57,386 | +158.4% | 1.26% | +142.3% |
| Q4 2022 | $768,402 | +3.4% | 22,208 | -4.6% | 0.52% | +13.5% |
| Q3 2022 | $743,000 | -7.0% | 23,272 | -0.7% | 0.46% | +2.7% |
| Q2 2022 | $799,000 | -62.6% | 23,443 | -59.1% | 0.45% | -51.6% |
| Q1 2022 | $2,134,000 | +1.6% | 57,386 | +6.8% | 0.92% | +1.4% |
| Q4 2021 | $2,101,000 | +10.1% | 53,749 | +4.5% | 0.91% | -16.9% |
| Q3 2021 | $1,908,000 | +1.8% | 51,443 | +4.2% | 1.09% | +5.8% |
| Q2 2021 | $1,875,000 | +7.0% | 49,361 | +3.8% | 1.03% | -5.1% |
| Q1 2021 | $1,752,000 | +2973.7% | 47,538 | +2719.6% | 1.09% | +2317.8% |
| Q4 2020 | $57,000 | – | 1,686 | – | 0.04% | – |
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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% |