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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,075 | -29.2% | 486 | -26.6% | 0.01% | -29.4% |
| Q2 2023 | $22,706 | -25.2% | 662 | -24.3% | 0.02% | -32.0% |
| Q1 2023 | $30,349 | -16.8% | 875 | -17.0% | 0.02% | -21.9% |
| Q4 2022 | $36,484 | -8.8% | 1,054 | -15.5% | 0.03% | -15.8% |
| Q3 2022 | $40,000 | -4.8% | 1,247 | 0.0% | 0.04% | -2.6% |
| Q2 2022 | $42,000 | -14.3% | 1,247 | -5.7% | 0.04% | 0.0% |
| Q1 2022 | $49,000 | -5.8% | 1,323 | +0.3% | 0.04% | -7.1% |
| Q4 2021 | $52,000 | – | 1,319 | – | 0.04% | – |
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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% |