ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 116 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $51,281 | +2389.4% | 1,375 | +2400.0% | 0.00% | – |
| Q1 2024 | $2,060 | -89.7% | 55 | -90.1% | 0.00% | – |
| Q4 2023 | $19,915 | +415.0% | 558 | +376.9% | 0.00% | – |
| Q3 2023 | $3,867 | +105.1% | 117 | +112.7% | 0.00% | – |
| Q2 2023 | $1,885 | -50.6% | 55 | -50.0% | 0.00% | – |
| Q1 2023 | $3,815 | -77.6% | 110 | -74.9% | 0.00% | – |
| Q4 2021 | $17,000 | +6.2% | 439 | 0.0% | 0.00% | – |
| Q3 2021 | $16,000 | -5.9% | 439 | 0.0% | 0.00% | – |
| Q2 2021 | $17,000 | -59.5% | 439 | -61.4% | 0.00% | – |
| Q1 2021 | $42,000 | – | 1,136 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leelyn Smith, LLC | 400,507 | $15,235,000 | 4.49% |
| Prostatis Group LLC | 102,828 | $3,911,578 | 2.67% |
| Wade Financial Advisory, Inc | 115,219 | $4,383,000 | 2.40% |
| Burns Matteson Capital Management, LLC | 47,253 | $1,797,505 | 1.42% |
| Brickley Wealth Management | 140,607 | $5,349,000 | 1.35% |
| Clear Creek Financial Management, LLC | 195,382 | $7,432,000 | 1.15% |
| Professional Financial Advisors, LLC | 49,361 | $1,875,000 | 1.03% |
| ACT Advisors, LLC. | 25,803 | $980,000 | 0.74% |
| Atlas Private Wealth Management, LLC | 30,856 | $1,174,000 | 0.72% |
| Lion Street Advisors, LLC | 500 | $19,020,000 | 0.69% |