ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,073,890 | -26.2% | 31,327 | -25.3% | 0.00% | – |
| Q1 2023 | $1,454,618 | +462.1% | 41,944 | +460.8% | 0.00% | – |
| Q4 2022 | $258,773 | -74.6% | 7,479 | -76.6% | 0.00% | – |
| Q3 2022 | $1,020,000 | +301.6% | 31,961 | +363.5% | 0.00% | – |
| Q1 2021 | $254,000 | -92.5% | 6,896 | -93.1% | 0.00% | -100.0% |
| Q4 2020 | $3,389,000 | -23.8% | 100,000 | -34.3% | 0.00% | 0.0% |
| Q3 2020 | $4,445,000 | +1443.4% | 152,111 | +1430.6% | 0.00% | – |
| Q2 2020 | $288,000 | +12.1% | 9,938 | 0.0% | 0.00% | – |
| Q1 2020 | $257,000 | – | 9,938 | – | 0.00% | – |
Download | ||||||
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% |