ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 126 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| WEALTH MANAGEMENT RESOURCES, INC. | 312,868 | $10,327,076 | 4.99% |
| Wade Financial Advisory, Inc | 145,559 | $4,810,726 | 2.06% |
| Brickley Wealth Management | 127,012 | $4,197,743 | 1.12% |
| Summit Global Investments | 375,038 | $12,395 | 0.82% |
| High Net Worth Advisory Group LLC | 49,220 | $1,626,721 | 0.65% |
| MERCER GLOBAL ADVISORS INC /ADV | 3,840,378 | $126,924 | 0.48% |
| Fortune Financial Advisors, LLC | 16,966 | $560,715 | 0.43% |
| RAYMOND JAMES & ASSOCIATES | 12,226,069 | $404,071,471 | 0.34% |
| Armbruster Capital Management, Inc. | 32,575 | $1,076,604 | 0.27% |
| DB Wealth Management Group, LLC | 12,780 | $422,381 | 0.27% |