ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 115 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $6,939 | – | 178 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tower Wealth Partners, Inc. | 229,890 | $7,791,000 | 8.92% |
| Leelyn Smith, LLC | 351,591 | $13,838,000 | 4.42% |
| USAdvisors Wealth Management, LLC | 257,474 | $8,776,000 | 4.22% |
| Wade Financial Advisory, Inc | 112,718 | $3,820,000 | 2.56% |
| Burns Matteson Capital Management, LLC | 54,341 | $1,841,601 | 2.03% |
| Clear Creek Financial Management, LLC | 262,339 | $8,890,000 | 1.71% |
| PFG Private Wealth Management, LLC | 64,893 | $2,199,000 | 1.68% |
| HBK Sorce Advisory LLC | 801,672 | $27,169,000 | 1.68% |
| Brickley Wealth Management | 140,528 | $4,762,000 | 1.31% |
| Stewardship Financial Advisors, LLC | 80,137 | $2,716,000 | 0.99% |