ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 115 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,062,492 | -16.6% | 32,148 | -13.5% | 0.00% | – |
| Q2 2023 | $1,273,405 | -48.9% | 37,147 | -48.3% | 0.00% | -100.0% |
| Q1 2023 | $2,493,924 | +142.9% | 71,912 | +142.4% | 0.00% | – |
| Q4 2022 | $1,026,651 | +8.4% | 29,672 | -0.0% | 0.00% | – |
| Q3 2022 | $947,000 | +5.7% | 29,678 | +12.8% | 0.00% | – |
| Q2 2022 | $896,000 | +89.8% | 26,315 | +107.4% | 0.00% | – |
| Q1 2022 | $472,000 | -1.0% | 12,689 | +4.0% | 0.00% | – |
| Q4 2021 | $477,000 | -35.2% | 12,205 | -38.6% | 0.00% | – |
| Q3 2021 | $736,000 | +54.9% | 19,873 | +59.2% | 0.00% | – |
| Q2 2021 | $475,000 | +39.7% | 12,484 | +35.4% | 0.00% | – |
| Q1 2021 | $340,000 | +157.6% | 9,217 | +136.8% | 0.00% | – |
| Q4 2020 | $132,000 | +594.7% | 3,892 | +503.4% | 0.00% | – |
| Q3 2020 | $19,000 | -17.4% | 645 | -18.3% | 0.00% | – |
| Q2 2020 | $23,000 | – | 789 | +78800.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 1 | -99.8% | 0.00% | – |
| Q4 2019 | $18,000 | +5.9% | 496 | -0.2% | 0.00% | – |
| Q3 2019 | $17,000 | – | 497 | – | 0.00% | – |
| Q2 2019 | $0 | – | 0 | -100.0% | 0.00% | – |
| Q1 2019 | $0 | – | 1 | – | 0.00% | – |
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% |