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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $251,860 | -42.8% | 7,279 | -47.2% | 0.16% | -47.9% |
Q3 2022 | $440,000 | -41.4% | 13,796 | -37.4% | 0.31% | -44.3% |
Q2 2022 | $751,000 | -10.1% | 22,033 | -1.9% | 0.55% | +2.6% |
Q1 2022 | $835,000 | -4.7% | 22,465 | +0.2% | 0.54% | -16.5% |
Q4 2021 | $876,000 | -8.8% | 22,416 | -13.5% | 0.64% | -13.2% |
Q3 2021 | $961,000 | -1.9% | 25,908 | +0.4% | 0.74% | -0.3% |
Q2 2021 | $980,000 | -2.9% | 25,803 | -2.3% | 0.74% | -6.9% |
Q1 2021 | $1,009,000 | +13.0% | 26,415 | +0.2% | 0.80% | -1.4% |
Q4 2020 | $893,000 | – | 26,354 | – | 0.81% | – |
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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% |