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 ↓ |
---|---|---|---|
WEALTH MANAGEMENT RESOURCES, INC. | 312,868 | $10,327,076 | 4.99% |
Wade Financial Advisory, Inc | 145,559 | $4,810,726 | 2.06% |
Brickley Wealth Management | 127,012 | $4,197,743 | 1.12% |
Summit Global Investments | 375,038 | $12,395 | 0.82% |
High Net Worth Advisory Group LLC | 49,220 | $1,626,721 | 0.65% |
MERCER GLOBAL ADVISORS INC /ADV | 3,840,378 | $126,924 | 0.48% |
Fortune Financial Advisors, LLC | 16,966 | $560,715 | 0.43% |
RAYMOND JAMES & ASSOCIATES | 12,226,069 | $404,071,471 | 0.34% |
Armbruster Capital Management, Inc. | 32,575 | $1,076,604 | 0.27% |
DB Wealth Management Group, LLC | 12,780 | $422,381 | 0.27% |