ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $277,000 | -90.3% | 8,201 | -91.6% | 0.08% | -90.1% |
| Q3 2020 | $2,869,000 | +13.8% | 98,204 | +12.9% | 0.76% | +8.4% |
| Q2 2020 | $2,520,000 | +12.7% | 86,957 | +0.5% | 0.70% | -7.5% |
| Q1 2020 | $2,236,000 | +6.7% | 86,504 | +46.4% | 0.76% | +37.5% |
| Q4 2019 | $2,095,000 | – | 59,087 | – | 0.55% | – |
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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% |