ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 125 filers reported holding ISHARES TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| 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% |