ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 125 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $443,748 | -51.9% | 13,427 | -50.2% | 0.22% | -55.1% |
| Q2 2023 | $923,325 | -13.2% | 26,935 | -12.2% | 0.49% | -20.4% |
| Q1 2023 | $1,063,830 | +3.4% | 30,676 | +3.1% | 0.61% | -1.9% |
| Q4 2022 | $1,029,025 | -21.4% | 29,741 | -27.5% | 0.62% | -37.2% |
| Q3 2022 | $1,309,000 | -21.7% | 41,019 | -16.4% | 1.00% | -24.3% |
| Q2 2022 | $1,671,000 | -16.7% | 49,037 | -9.1% | 1.32% | -17.1% |
| Q1 2022 | $2,005,000 | -8.7% | 53,922 | -4.0% | 1.59% | -19.8% |
| Q4 2021 | $2,196,000 | – | 56,170 | – | 1.98% | – |
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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% |