ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 115 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,937 | -3.6% | 1,753 | 0.0% | 0.03% | -6.7% |
| Q2 2023 | $60,093 | -1.2% | 1,753 | 0.0% | 0.03% | -3.2% |
| Q1 2023 | $60,794 | +0.2% | 1,753 | 0.0% | 0.03% | -13.9% |
| Q4 2022 | $60,654 | +8.3% | 1,753 | 0.0% | 0.04% | +5.9% |
| Q3 2022 | $56,000 | -6.7% | 1,753 | 0.0% | 0.03% | -10.5% |
| Q2 2022 | $60,000 | -7.7% | 1,753 | 0.0% | 0.04% | -2.6% |
| Q1 2022 | $65,000 | -5.8% | 1,753 | 0.0% | 0.04% | -13.3% |
| Q4 2021 | $69,000 | +6.2% | 1,753 | 0.0% | 0.04% | -8.2% |
| Q3 2021 | $65,000 | -3.0% | 1,753 | 0.0% | 0.05% | -12.5% |
| Q2 2021 | $67,000 | -1.5% | 1,753 | -5.5% | 0.06% | -25.3% |
| Q1 2021 | $68,000 | -40.4% | 1,855 | -44.7% | 0.08% | -43.2% |
| Q4 2020 | $114,000 | +16.3% | 3,352 | +0.3% | 0.13% | +15.8% |
| Q3 2020 | $98,000 | +96.0% | 3,342 | +94.3% | 0.11% | +107.3% |
| Q2 2020 | $50,000 | – | 1,720 | – | 0.06% | – |
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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% |