ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 105 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $395 | -7.5% | 11,965 | -3.9% | 0.00% | 0.0% |
| Q2 2023 | $427 | -0.7% | 12,445 | +0.3% | 0.00% | 0.0% |
| Q1 2023 | $430 | -33.8% | 12,406 | -34.0% | 0.00% | -50.0% |
| Q4 2022 | $650 | -99.9% | 18,784 | +21.7% | 0.00% | +100.0% |
| Q3 2022 | $493,000 | -6.5% | 15,439 | -0.2% | 0.00% | 0.0% |
| Q2 2022 | $527,000 | -18.4% | 15,469 | -10.9% | 0.00% | 0.0% |
| Q1 2022 | $646,000 | -4.7% | 17,368 | -2.6% | 0.00% | 0.0% |
| Q4 2021 | $678,000 | +4.3% | 17,825 | +1.7% | 0.00% | 0.0% |
| Q3 2021 | $650,000 | -4.1% | 17,530 | -1.7% | 0.00% | 0.0% |
| Q2 2021 | $678,000 | +3.4% | 17,825 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $656,000 | -74.6% | 17,808 | -76.7% | 0.00% | -83.3% |
| Q4 2020 | $2,586,000 | -7.3% | 76,292 | -20.1% | 0.01% | -14.3% |
| Q3 2020 | $2,790,000 | +27.3% | 95,490 | +12.7% | 0.01% | 0.0% |
| Q2 2020 | $2,191,000 | 0.0% | 84,724 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $2,191,000 | – | 84,724 | – | 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% |