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 | $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 | 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% |