ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 115 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,446 | -3.6% | 74 | 0.0% | 0.00% | +100.0% |
| Q2 2023 | $2,537 | -1.1% | 74 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $2,566 | +85433.3% | 74 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3 | -99.8% | 74 | 0.0% | 0.00% | +100.0% |
| Q3 2022 | $2,000 | -33.3% | 74 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $3,000 | 0.0% | 74 | -1.3% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | -25.0% | 75 | -31.2% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | -94.1% | 109 | -94.1% | 0.00% | -95.0% |
| Q3 2021 | $68,000 | -96.9% | 1,839 | -97.2% | 0.04% | -97.6% |
| Q4 2020 | $2,199,000 | +28.6% | 64,893 | +10.9% | 1.68% | +13.1% |
| Q3 2020 | $1,710,000 | +5.0% | 58,525 | +4.2% | 1.49% | -2.9% |
| Q2 2020 | $1,629,000 | – | 56,185 | – | 1.53% | – |
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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% |