ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 115 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,545 | -35.5% | 1,136 | -33.1% | 0.00% | – |
| Q2 2023 | $58,242 | -43.6% | 1,699 | -42.9% | 0.00% | – |
| Q1 2023 | $103,176 | +153.0% | 2,976 | +152.6% | 0.00% | – |
| Q4 2022 | $40,776 | +171.8% | 1,178 | +146.4% | 0.00% | – |
| Q3 2022 | $15,000 | -59.5% | 478 | -55.9% | 0.00% | – |
| Q2 2022 | $37,000 | +146.7% | 1,085 | +169.2% | 0.00% | – |
| Q1 2022 | $15,000 | -37.5% | 403 | -35.3% | 0.00% | – |
| Q4 2021 | $24,000 | -14.3% | 623 | -18.3% | 0.00% | – |
| Q3 2021 | $28,000 | -26.3% | 763 | -22.8% | 0.00% | – |
| Q2 2021 | $38,000 | +1800.0% | 988 | +1352.9% | 0.00% | – |
| Q4 2020 | $2,000 | -60.0% | 68 | -57.0% | 0.00% | – |
| Q2 2020 | $5,000 | – | 158 | +15700.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | – | 1 | – | 0.00% | – |
Download | ||||||
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% |