Stephens Consulting, LLC - ISHARES TR ownership

ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 122 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Stephens Consulting, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$76,780
-9.8%
2,323
-6.4%
0.03%
-8.8%
Q2 2023$85,088
-1.1%
2,482
+0.0%
0.03%
-34.6%
Q1 2023$86,036
-8.2%
2,481
-8.5%
0.05%
-16.1%
Q4 2022$93,757
+8.5%
2,710
+0.1%
0.06%
-20.5%
Q3 2022$86,395
-6.3%
2,707
+0.0%
0.08%
+4.0%
Q2 2022$92,178
+848.9%
2,706
+936.8%
0.08%
+837.5%
Q1 2022$9,714
+40.0%
261
+46.6%
0.01%
+33.3%
Q4 2021$6,9391780.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Leelyn Smith, LLC 405,581$14,946,0004.45%
Clear Creek Financial Management, LLC 42,420$1,613,0003.24%
Prostatis Group LLC 95,910$3,534,2882.77%
Wade Financial Advisory, Inc 112,491$4,145,0002.62%
Burns Matteson Capital Management, LLC 48,784$1,797,6731.72%
Brickley Wealth Management 140,588$5,181,0001.39%
Professional Financial Advisors, LLC 47,538$1,752,0001.09%
Stewardship Financial Advisors, LLC 80,756$2,976,0001.03%
ACT Advisors, LLC. 26,415$1,009,0000.80%
Ameritas Investment Company, LLC 205,865$7,586,116,0000.66%
View complete list of ISHARES TR shareholders