ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 127 filers reported holding ISHARES TR in Q4 2022. 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 ↓ |
|---|---|---|---|
| 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% |