ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 135 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 405,581 | $14,946,000 | 4.45% |
| Clear Creek Financial Management, LLC | 42,420 | $1,613,000 | 3.24% |
| Prostatis Group LLC | 95,910 | $3,534,288 | 2.77% |
| Wade Financial Advisory, Inc | 112,491 | $4,145,000 | 2.62% |
| Burns Matteson Capital Management, LLC | 48,784 | $1,797,673 | 1.72% |
| Brickley Wealth Management | 140,588 | $5,181,000 | 1.39% |
| Professional Financial Advisors, LLC | 47,538 | $1,752,000 | 1.09% |
| Stewardship Financial Advisors, LLC | 80,756 | $2,976,000 | 1.03% |
| ACT Advisors, LLC. | 26,415 | $1,009,000 | 0.80% |
| Ameritas Investment Company, LLC | 205,865 | $7,586,116,000 | 0.66% |