ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 135 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $166,605 | -6.7% | 5,041 | -2.1% | 0.12% | -7.7% |
| Q2 2023 | $178,637 | 0.0% | 5,151 | 0.0% | 0.13% | 0.0% |
| Q1 2023 | $178,637 | -2.2% | 5,151 | -2.5% | 0.13% | -5.8% |
| Q4 2022 | $182,723 | +115.0% | 5,281 | +97.3% | 0.14% | +106.0% |
| Q3 2022 | $85,000 | -17.5% | 2,676 | -11.6% | 0.07% | -10.7% |
| Q2 2022 | $103,000 | -8.8% | 3,028 | -0.6% | 0.08% | +7.1% |
| Q1 2022 | $113,000 | -5.8% | 3,045 | -1.1% | 0.07% | -2.8% |
| Q4 2021 | $120,000 | +5.3% | 3,080 | +0.5% | 0.07% | -4.0% |
| Q3 2021 | $114,000 | -1.7% | 3,065 | +0.5% | 0.08% | -6.2% |
| Q2 2021 | $116,000 | +7.4% | 3,050 | +3.7% | 0.08% | -1.2% |
| Q1 2021 | $108,000 | +14.9% | 2,940 | +5.5% | 0.08% | +3.8% |
| Q4 2020 | $94,000 | +17.5% | 2,788 | +1.7% | 0.08% | +2.6% |
| Q3 2020 | $80,000 | -7.0% | 2,742 | -8.0% | 0.08% | -16.5% |
| Q2 2020 | $86,000 | +19.4% | 2,979 | +7.5% | 0.09% | +4.6% |
| Q1 2020 | $72,000 | – | 2,772 | – | 0.09% | – |
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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% |