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 2022 | $463,000 | -30.8% | 14,505 | -26.2% | 0.04% | -31.8% |
| Q2 2022 | $669,000 | -34.9% | 19,651 | -28.9% | 0.07% | -18.5% |
| Q1 2022 | $1,027,000 | -64.0% | 27,629 | -62.2% | 0.08% | -62.5% |
| Q4 2021 | $2,856,000 | +4.5% | 73,052 | -0.9% | 0.22% | -5.7% |
| Q3 2021 | $2,733,000 | +1.4% | 73,698 | +4.0% | 0.23% | +0.9% |
| Q2 2021 | $2,696,000 | +2.5% | 70,863 | -0.7% | 0.23% | -12.4% |
| Q1 2021 | $2,629,000 | +8.4% | 71,331 | -0.3% | 0.26% | +1.6% |
| Q4 2020 | $2,425,000 | +1254.7% | 71,548 | +1067.4% | 0.26% | +920.0% |
| Q3 2020 | $179,000 | -83.4% | 6,129 | -83.6% | 0.02% | -84.4% |
| Q2 2020 | $1,081,000 | +11.4% | 37,278 | -0.6% | 0.16% | -17.5% |
| Q1 2020 | $970,000 | – | 37,517 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH MANAGEMENT RESOURCES, INC. | 203,359 | $7,949,000 | 5.12% |
| Wade Financial Advisory, Inc | 98,271 | $3,841,000 | 2.00% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 56,170 | $2,196,000 | 1.98% |
| Burns Matteson Capital Management, LLC | 45,150 | $1,764,910 | 1.20% |
| Brickley Wealth Management | 137,232 | $5,364,000 | 1.14% |
| Empirical Asset Management, LLC | 27,735 | $1,084,000 | 1.05% |
| Professional Financial Advisors, LLC | 53,749 | $2,101,000 | 0.91% |
| High Net Worth Advisory Group LLC | 60,905 | $2,381,000 | 0.83% |
| Cornerstone Wealth Management, LLC | 198,188 | $7,749,000 | 0.74% |
| Atlas Private Wealth Management, LLC | 33,731 | $1,319,000 | 0.74% |