ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 125 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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. | 203,359 | $7,949,000 | 5.12% |
| Wade Financial Advisory, Inc | 98,271 | $3,841,000 | 2.00% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 56,170 | $2,196,000 | 1.98% |
| Burns Matteson Capital Management, LLC | 45,150 | $1,764,910 | 1.20% |
| Brickley Wealth Management | 137,232 | $5,364,000 | 1.14% |
| Empirical Asset Management, LLC | 27,735 | $1,084,000 | 1.05% |
| Professional Financial Advisors, LLC | 53,749 | $2,101,000 | 0.91% |
| High Net Worth Advisory Group LLC | 60,905 | $2,381,000 | 0.83% |
| Cornerstone Wealth Management, LLC | 198,188 | $7,749,000 | 0.74% |
| Atlas Private Wealth Management, LLC | 33,731 | $1,319,000 | 0.74% |