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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |