ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 122 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,092,253 | -25.9% | 1,122,307 | -23.2% | 0.00% | -20.0% |
| Q2 2023 | $50,087,001 | -4.7% | 1,461,114 | -3.6% | 0.01% | 0.0% |
| Q1 2023 | $52,539,361 | -1.8% | 1,514,976 | -2.1% | 0.01% | -16.7% |
| Q4 2022 | $53,527,281 | +17.1% | 1,547,031 | +8.0% | 0.01% | +20.0% |
| Q3 2022 | $45,700,000 | +2.3% | 1,432,133 | +9.2% | 0.01% | 0.0% |
| Q2 2022 | $44,669,000 | -13.9% | 1,311,085 | -6.1% | 0.01% | 0.0% |
| Q1 2022 | $51,899,000 | -8.2% | 1,395,863 | -3.5% | 0.01% | 0.0% |
| Q4 2021 | $56,537,000 | -4.9% | 1,446,344 | -9.8% | 0.01% | -16.7% |
| Q3 2021 | $59,452,000 | -1.8% | 1,603,337 | +0.8% | 0.01% | 0.0% |
| Q2 2021 | $60,530,000 | +2.3% | 1,591,224 | -0.9% | 0.01% | -14.3% |
| Q1 2021 | $59,179,000 | -6.6% | 1,605,941 | -14.1% | 0.01% | -12.5% |
| Q4 2020 | $63,370,000 | -9.8% | 1,869,848 | -22.2% | 0.01% | -20.0% |
| Q3 2020 | $70,233,000 | -13.0% | 2,403,604 | -13.7% | 0.01% | -16.7% |
| Q2 2020 | $80,744,000 | +44.9% | 2,785,246 | +29.2% | 0.01% | +20.0% |
| Q1 2020 | $55,734,000 | +38.7% | 2,155,212 | +90.3% | 0.01% | +66.7% |
| Q4 2019 | $40,175,000 | +152.3% | 1,132,649 | +144.2% | 0.01% | +200.0% |
| Q3 2019 | $15,925,000 | +17.1% | 463,899 | +13.7% | 0.00% | 0.0% |
| Q2 2019 | $13,598,000 | +49.7% | 407,983 | +44.7% | 0.00% | +100.0% |
| Q1 2019 | $9,085,000 | +152.2% | 281,856 | +127.3% | 0.00% | 0.0% |
| Q4 2018 | $3,602,000 | +24.9% | 123,989 | +40.5% | 0.00% | – |
| Q3 2018 | $2,884,000 | +5.1% | 88,263 | +0.4% | 0.00% | – |
| Q2 2018 | $2,744,000 | +12.8% | 87,953 | +3.7% | 0.00% | – |
| Q1 2018 | $2,433,000 | +67.7% | 84,814 | +70.6% | 0.00% | – |
| Q4 2017 | $1,451,000 | +11991.7% | 49,710 | +11433.6% | 0.00% | – |
| Q3 2017 | $12,000 | -88.6% | 431 | -88.7% | 0.00% | – |
| Q2 2017 | $105,000 | +66.7% | 3,815 | +62.2% | 0.00% | – |
| Q1 2017 | $63,000 | – | 2,352 | – | 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% |