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 | $11,468 | -3.6% | 347 | 0.0% | 0.00% | – |
| Q2 2023 | $11,895 | -1.2% | 347 | 0.0% | 0.00% | – |
| Q1 2023 | $12,034 | -90.2% | 347 | -90.2% | 0.00% | -100.0% |
| Q4 2022 | $122,899 | +136.3% | 3,552 | +117.4% | 0.00% | – |
| Q3 2022 | $52,000 | -13.3% | 1,634 | -7.6% | 0.00% | – |
| Q2 2022 | $60,000 | -83.5% | 1,768 | -81.9% | 0.00% | -100.0% |
| Q1 2022 | $364,000 | -50.2% | 9,782 | -47.7% | 0.00% | -66.7% |
| Q4 2021 | $731,000 | -88.8% | 18,702 | -89.4% | 0.00% | -89.3% |
| Q3 2021 | $6,530,000 | -0.1% | 176,100 | +2.5% | 0.03% | -3.4% |
| Q2 2021 | $6,536,000 | -0.6% | 171,812 | -3.7% | 0.03% | -6.5% |
| Q1 2021 | $6,576,000 | +706.9% | 178,440 | +642.0% | 0.03% | +675.0% |
| Q4 2020 | $815,000 | -93.0% | 24,047 | -94.0% | 0.00% | -93.8% |
| Q3 2020 | $11,717,000 | +30.8% | 401,009 | +29.7% | 0.06% | +20.4% |
| Q2 2020 | $8,960,000 | +14.0% | 309,064 | +1.7% | 0.05% | -3.6% |
| Q1 2020 | $7,862,000 | -11.1% | 304,039 | +22.0% | 0.06% | +14.3% |
| Q4 2019 | $8,839,000 | +3.4% | 249,201 | +0.1% | 0.05% | -3.9% |
| Q3 2019 | $8,545,000 | – | 248,916 | – | 0.05% | – |
Download | ||||||
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% |