ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 127 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $65,378 | -0.4% | 1,753 | 0.0% | 0.02% | -4.0% |
Q1 2024 | $65,650 | +4.9% | 1,753 | 0.0% | 0.02% | -7.4% |
Q4 2023 | $62,565 | +8.0% | 1,753 | 0.0% | 0.03% | -3.6% |
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Leelyn Smith, LLC | 400,507 | $15,235,000 | 4.49% |
Prostatis Group LLC | 102,828 | $3,911,578 | 2.67% |
Wade Financial Advisory, Inc | 115,219 | $4,383,000 | 2.40% |
Burns Matteson Capital Management, LLC | 47,253 | $1,797,505 | 1.42% |
Brickley Wealth Management | 140,607 | $5,349,000 | 1.35% |
Clear Creek Financial Management, LLC | 195,382 | $7,432,000 | 1.15% |
Professional Financial Advisors, LLC | 49,361 | $1,875,000 | 1.03% |
ACT Advisors, LLC. | 25,803 | $980,000 | 0.74% |
Atlas Private Wealth Management, LLC | 30,856 | $1,174,000 | 0.72% |
Lion Street Advisors, LLC | 500 | $19,020,000 | 0.69% |