ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $108,000 | -6.1% | 3,385 | 0.0% | 0.07% | -1.4% |
| Q2 2022 | $115,000 | -8.7% | 3,385 | 0.0% | 0.07% | +2.9% |
| Q1 2022 | $126,000 | -4.5% | 3,385 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $132,000 | +4.8% | 3,385 | 0.0% | 0.07% | -4.2% |
| Q3 2021 | $126,000 | -2.3% | 3,385 | 0.0% | 0.07% | -5.3% |
| Q2 2021 | $129,000 | +4.0% | 3,385 | +0.4% | 0.08% | -2.6% |
| Q1 2021 | $124,000 | +8.8% | 3,371 | 0.0% | 0.08% | +2.7% |
| Q4 2020 | $114,000 | -9.5% | 3,371 | -22.0% | 0.08% | -14.8% |
| Q3 2020 | $126,000 | +0.8% | 4,324 | +0.3% | 0.09% | -1.1% |
| Q2 2020 | $125,000 | +861.5% | 4,309 | +733.5% | 0.09% | +888.9% |
| Q1 2020 | $13,000 | -27.8% | 517 | 0.0% | 0.01% | -25.0% |
| Q4 2019 | $18,000 | – | 517 | – | 0.01% | – |
Download | ||||||
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% |