ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 122 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |