ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 127 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,845,281 | -10.2% | 55,833 | -6.8% | 0.02% | -14.3% |
| Q2 2023 | $2,054,675 | -4.8% | 59,938 | -3.7% | 0.02% | -8.7% |
| Q1 2023 | $2,158,952 | -4.1% | 62,254 | -4.3% | 0.02% | +15.0% |
| Q4 2022 | $2,251,491 | -99.9% | 65,072 | -60.4% | 0.02% | -28.6% |
| Q3 2022 | $2,625,623,000 | +111344.1% | 164,398 | +137.8% | 0.03% | +16.7% |
| Q2 2022 | $2,356,000 | -13.7% | 69,145 | -5.8% | 0.02% | -14.3% |
| Q1 2022 | $2,730,000 | -9.2% | 73,420 | -4.5% | 0.03% | -6.7% |
| Q4 2021 | $3,007,000 | -15.1% | 76,917 | -19.5% | 0.03% | -14.3% |
| Q3 2021 | $3,543,000 | -11.6% | 95,552 | -9.3% | 0.04% | -22.2% |
| Q2 2021 | $4,006,000 | -10.3% | 105,317 | -13.1% | 0.04% | -21.1% |
| Q1 2021 | $4,467,000 | -55.0% | 121,221 | -58.8% | 0.06% | -50.4% |
| Q4 2020 | $9,932,000 | -99.9% | 294,374 | -39.8% | 0.12% | -56.9% |
| Q3 2020 | $14,303,000,000 | – | 489,240 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH MANAGEMENT RESOURCES, INC. | 203,359 | $7,949,000 | 5.12% |
| Wade Financial Advisory, Inc | 98,271 | $3,841,000 | 2.00% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 56,170 | $2,196,000 | 1.98% |
| Burns Matteson Capital Management, LLC | 45,150 | $1,764,910 | 1.20% |
| Brickley Wealth Management | 137,232 | $5,364,000 | 1.14% |
| Empirical Asset Management, LLC | 27,735 | $1,084,000 | 1.05% |
| Professional Financial Advisors, LLC | 53,749 | $2,101,000 | 0.91% |
| High Net Worth Advisory Group LLC | 60,905 | $2,381,000 | 0.83% |
| Cornerstone Wealth Management, LLC | 198,188 | $7,749,000 | 0.74% |
| Atlas Private Wealth Management, LLC | 33,731 | $1,319,000 | 0.74% |