ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 126 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $226,710 | -2.7% | 6,537 | -2.9% | 0.14% | -8.8% |
| Q4 2022 | $233,018 | +3.6% | 6,735 | -4.6% | 0.16% | -9.7% |
| Q3 2022 | $225,000 | -6.2% | 7,061 | +0.1% | 0.18% | +1.7% |
| Q2 2022 | $240,000 | +4.3% | 7,057 | +14.1% | 0.17% | +18.5% |
| Q1 2022 | $230,000 | -6.9% | 6,184 | -2.3% | 0.15% | -3.9% |
| Q4 2021 | $247,000 | +0.8% | 6,328 | +1.6% | 0.15% | -5.0% |
| Q3 2021 | $245,000 | – | 6,230 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leelyn Smith, LLC | 400,507 | $15,235,000 | 4.49% |
| Prostatis Group LLC | 102,828 | $3,911,578 | 2.67% |
| Wade Financial Advisory, Inc | 115,219 | $4,383,000 | 2.40% |
| Burns Matteson Capital Management, LLC | 47,253 | $1,797,505 | 1.42% |
| Brickley Wealth Management | 140,607 | $5,349,000 | 1.35% |
| Clear Creek Financial Management, LLC | 195,382 | $7,432,000 | 1.15% |
| Professional Financial Advisors, LLC | 49,361 | $1,875,000 | 1.03% |
| ACT Advisors, LLC. | 25,803 | $980,000 | 0.74% |
| Atlas Private Wealth Management, LLC | 30,856 | $1,174,000 | 0.72% |
| Lion Street Advisors, LLC | 500 | $19,020,000 | 0.69% |