ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 119 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |