ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 105 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,207,307 | -3.6% | 248,325 | -0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,511,150 | -14.1% | 248,341 | -13.1% | 0.00% | 0.0% |
| Q1 2023 | $9,908,311 | -0.2% | 285,934 | -0.5% | 0.00% | 0.0% |
| Q4 2022 | $9,931,000 | +40.1% | 287,411 | +45.2% | 0.00% | 0.0% |
| Q3 2022 | $7,086,000 | -11.7% | 197,902 | -16.0% | 0.00% | 0.0% |
| Q2 2022 | $8,028,000 | -14.2% | 235,652 | -6.4% | 0.00% | 0.0% |
| Q1 2022 | $9,360,000 | -4.2% | 251,762 | +0.8% | 0.00% | 0.0% |
| Q4 2021 | $9,770,000 | -5.6% | 249,757 | -8.6% | 0.00% | 0.0% |
| Q3 2021 | $10,353,000 | -1.4% | 273,242 | -1.1% | 0.00% | 0.0% |
| Q2 2021 | $10,497,000 | +18.6% | 276,388 | +15.1% | 0.00% | 0.0% |
| Q1 2021 | $8,848,000 | +63.2% | 240,113 | +49.8% | 0.00% | +50.0% |
| Q4 2020 | $5,421,000 | +70.7% | 160,258 | +47.6% | 0.00% | +100.0% |
| Q3 2020 | $3,176,000 | +33.7% | 108,605 | +32.3% | 0.00% | 0.0% |
| Q2 2020 | $2,375,000 | +157.0% | 82,100 | +121.1% | 0.00% | – |
| Q1 2020 | $924,000 | – | 37,127 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH MANAGEMENT RESOURCES, INC. | 203,359 | $7,949,000 | 5.12% |
| Wade Financial Advisory, Inc | 98,271 | $3,841,000 | 2.00% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 56,170 | $2,196,000 | 1.98% |
| Burns Matteson Capital Management, LLC | 45,150 | $1,764,910 | 1.20% |
| Brickley Wealth Management | 137,232 | $5,364,000 | 1.14% |
| Empirical Asset Management, LLC | 27,735 | $1,084,000 | 1.05% |
| Professional Financial Advisors, LLC | 53,749 | $2,101,000 | 0.91% |
| High Net Worth Advisory Group LLC | 60,905 | $2,381,000 | 0.83% |
| Cornerstone Wealth Management, LLC | 198,188 | $7,749,000 | 0.74% |
| Atlas Private Wealth Management, LLC | 33,731 | $1,319,000 | 0.74% |