ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 122 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,431,350 | -3.3% | 41,755 | -2.2% | 0.88% | -6.5% |
| Q1 2023 | $1,480,364 | -2.3% | 42,686 | -2.5% | 0.94% | -6.3% |
| Q4 2022 | $1,514,864 | +8.5% | 43,782 | +0.1% | 1.00% | -2.1% |
| Q3 2022 | $1,395,614 | -6.5% | 43,736 | -0.1% | 1.03% | -2.2% |
| Q2 2022 | $1,492,060 | -8.6% | 43,794 | -0.3% | 1.05% | -7.7% |
| Q1 2022 | $1,632,745 | -7.5% | 43,915 | -2.7% | 1.14% | -5.2% |
| Q4 2021 | $1,764,910 | +1.0% | 45,150 | -4.1% | 1.20% | -9.3% |
| Q3 2021 | $1,746,580 | -2.8% | 47,103 | -0.3% | 1.32% | -7.0% |
| Q2 2021 | $1,797,505 | -0.0% | 47,253 | -3.1% | 1.42% | -17.2% |
| Q1 2021 | $1,797,673 | -2.4% | 48,784 | -10.2% | 1.72% | -15.5% |
| Q4 2020 | $1,841,601 | – | 54,341 | – | 2.03% | – |
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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% |