ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 119 filers reported holding ISHARES TR in Q2 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leelyn Smith, LLC | 405,581 | $14,946,000 | 4.45% |
| Clear Creek Financial Management, LLC | 42,420 | $1,613,000 | 3.24% |
| Prostatis Group LLC | 95,910 | $3,534,288 | 2.77% |
| Wade Financial Advisory, Inc | 112,491 | $4,145,000 | 2.62% |
| Burns Matteson Capital Management, LLC | 48,784 | $1,797,673 | 1.72% |
| Brickley Wealth Management | 140,588 | $5,181,000 | 1.39% |
| Professional Financial Advisors, LLC | 47,538 | $1,752,000 | 1.09% |
| Stewardship Financial Advisors, LLC | 80,756 | $2,976,000 | 1.03% |
| ACT Advisors, LLC. | 26,415 | $1,009,000 | 0.80% |
| Ameritas Investment Company, LLC | 205,865 | $7,586,116,000 | 0.66% |