ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 122 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $113,725 | -29.4% | 3,441 | -26.8% | 0.00% | -33.3% |
| Q2 2023 | $161,150 | -27.7% | 4,701 | -26.9% | 0.01% | -33.3% |
| Q1 2023 | $222,958 | +184162.8% | 6,429 | +83.6% | 0.01% | +28.6% |
| Q4 2022 | $121 | -99.9% | 3,501 | -33.8% | 0.01% | 0.0% |
| Q2 2022 | $180,000 | -6.7% | 5,292 | +1.9% | 0.01% | +40.0% |
| Q1 2022 | $193,000 | +17.0% | 5,195 | +23.4% | 0.01% | +25.0% |
| Q4 2021 | $165,000 | +24.1% | 4,211 | +17.8% | 0.00% | 0.0% |
| Q3 2021 | $133,000 | +16.7% | 3,575 | +19.6% | 0.00% | +33.3% |
| Q2 2021 | $114,000 | +3.6% | 2,990 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $110,000 | – | 2,990 | – | 0.00% | – |
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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% |