ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 124 filers reported holding ISHARES TR in Q1 2022. 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. | 312,868 | $10,327,076 | 4.99% |
| Wade Financial Advisory, Inc | 145,559 | $4,810,726 | 2.06% |
| Brickley Wealth Management | 127,012 | $4,197,743 | 1.12% |
| Summit Global Investments | 375,038 | $12,395 | 0.82% |
| High Net Worth Advisory Group LLC | 49,220 | $1,626,721 | 0.65% |
| MERCER GLOBAL ADVISORS INC /ADV | 3,840,378 | $126,924 | 0.48% |
| Fortune Financial Advisors, LLC | 16,966 | $560,715 | 0.43% |
| RAYMOND JAMES & ASSOCIATES | 12,226,069 | $404,071,471 | 0.34% |
| Armbruster Capital Management, Inc. | 32,575 | $1,076,604 | 0.27% |
| DB Wealth Management Group, LLC | 12,780 | $422,381 | 0.27% |