ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 99 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,110 | -3.6% | 669 | 0.0% | 0.00% | – |
| Q2 2023 | $22,933 | -1.2% | 669 | 0.0% | 0.00% | – |
| Q1 2023 | $23,200 | +0.2% | 669 | 0.0% | 0.00% | – |
| Q4 2022 | $23,148 | +65.3% | 669 | +79.8% | 0.00% | – |
| Q1 2022 | $14,000 | -70.8% | 372 | -77.4% | 0.00% | – |
| Q2 2020 | $48,000 | -39.2% | 1,648 | -46.2% | 0.00% | – |
| Q1 2020 | $79,000 | +31.7% | 3,062 | +80.0% | 0.00% | – |
| Q4 2019 | $60,000 | -7.7% | 1,701 | -10.2% | 0.00% | – |
| Q3 2019 | $65,000 | +124.1% | 1,894 | +115.5% | 0.00% | – |
| Q2 2019 | $29,000 | +61.1% | 879 | +57.0% | 0.00% | – |
| Q1 2019 | $18,000 | +12.5% | 560 | 0.0% | 0.00% | – |
| Q4 2018 | $16,000 | – | 560 | – | 0.00% | – |
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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% |