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 ↓ |
|---|---|---|---|
| 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% |