ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 135 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| Leelyn Smith, LLC | 405,581 | $14,946,000 | 4.45% |
| Clear Creek Financial Management, LLC | 42,420 | $1,613,000 | 3.24% |
| Prostatis Group LLC | 95,910 | $3,534,288 | 2.77% |
| Wade Financial Advisory, Inc | 112,491 | $4,145,000 | 2.62% |
| Burns Matteson Capital Management, LLC | 48,784 | $1,797,673 | 1.72% |
| Brickley Wealth Management | 140,588 | $5,181,000 | 1.39% |
| Professional Financial Advisors, LLC | 47,538 | $1,752,000 | 1.09% |
| Stewardship Financial Advisors, LLC | 80,756 | $2,976,000 | 1.03% |
| ACT Advisors, LLC. | 26,415 | $1,009,000 | 0.80% |
| Ameritas Investment Company, LLC | 205,865 | $7,586,116,000 | 0.66% |