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 | $16,004 | +92.8% | 484 | +100.0% | 0.00% | -100.0% |
| Q2 2023 | $8,300 | -1.1% | 242 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,396 | -61.1% | 242 | -61.2% | 0.00% | -50.0% |
| Q4 2022 | $21,559 | +7.8% | 623 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $20,000 | -4.8% | 623 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $21,000 | -8.7% | 623 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $23,000 | -4.2% | 623 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $24,000 | +71.4% | 622 | +63.3% | 0.00% | +100.0% |
| Q3 2021 | $14,000 | – | 381 | – | 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% |