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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $393,327 | +35.9% | 11,893 | +39.4% | 0.02% | -45.9% |
| Q2 2023 | $289,320 | -59.9% | 8,529 | -58.9% | 0.04% | +2.8% |
| Q1 2023 | $721,108 | -24.5% | 20,731 | -24.9% | 0.04% | -18.2% |
| Q4 2022 | $955,016 | -35.2% | 27,602 | -40.2% | 0.04% | -50.0% |
| Q3 2022 | $1,473,000 | -34.2% | 46,171 | -29.8% | 0.09% | -32.3% |
| Q2 2022 | $2,240,000 | -38.9% | 65,754 | -33.3% | 0.13% | -3.0% |
| Q1 2022 | $3,666,000 | -35.0% | 98,600 | -31.6% | 0.13% | -35.0% |
| Q4 2021 | $5,638,000 | – | 144,223 | – | 0.21% | – |
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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% |