ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $240,000 | -23.8% | 6,451 | -20.0% | 0.00% | – |
Q4 2021 | $315,000 | +5.7% | 8,063 | +0.5% | 0.00% | – |
Q3 2021 | $298,000 | -6.0% | 8,021 | -3.8% | 0.00% | – |
Q2 2021 | $317,000 | -0.3% | 8,335 | -3.3% | 0.00% | -100.0% |
Q1 2021 | $318,000 | -87.4% | 8,616 | -88.4% | 0.00% | -80.0% |
Q4 2020 | $2,527,000 | +22.1% | 74,559 | +5.2% | 0.01% | +25.0% |
Q3 2020 | $2,070,000 | +36.2% | 70,855 | +60.1% | 0.00% | 0.0% |
Q3 2019 | $1,520,000 | -18.8% | 44,246 | -31.4% | 0.00% | -33.3% |
Q4 2018 | $1,873,000 | – | 64,525 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tower Wealth Partners, Inc. | 229,890 | $7,791,000 | 8.92% |
Leelyn Smith, LLC | 351,591 | $13,838,000 | 4.42% |
USAdvisors Wealth Management, LLC | 257,474 | $8,776,000 | 4.22% |
Wade Financial Advisory, Inc | 112,718 | $3,820,000 | 2.56% |
Burns Matteson Capital Management, LLC | 54,341 | $1,841,601 | 2.03% |
Clear Creek Financial Management, LLC | 262,339 | $8,890,000 | 1.71% |
PFG Private Wealth Management, LLC | 64,893 | $2,199,000 | 1.68% |
HBK Sorce Advisory LLC | 801,672 | $27,169,000 | 1.68% |
Brickley Wealth Management | 140,528 | $4,762,000 | 1.31% |
Stewardship Financial Advisors, LLC | 80,137 | $2,716,000 | 0.99% |