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 ↓ |
|---|---|---|---|
| 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% |