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 2023 | $299,491 | -12.6% | 9,061 | -9.4% | 0.00% | – |
| Q2 2023 | $342,819 | +44.5% | 10,000 | +46.2% | 0.00% | – |
| Q1 2023 | $237,211 | +5.8% | 6,840 | +5.6% | 0.00% | – |
| Q4 2022 | $224,173 | -5.4% | 6,479 | -12.9% | 0.00% | – |
| Q3 2022 | $237,000 | -1.2% | 7,440 | +5.7% | 0.00% | – |
| Q2 2022 | $240,000 | -14.3% | 7,039 | -6.4% | 0.00% | – |
| Q1 2022 | $280,000 | +129.5% | 7,519 | +140.1% | 0.00% | – |
| Q4 2021 | $122,000 | -20.3% | 3,131 | -23.9% | 0.00% | – |
| Q3 2021 | $153,000 | +19.5% | 4,116 | +22.7% | 0.00% | – |
| Q2 2021 | $128,000 | +33.3% | 3,354 | +28.3% | 0.00% | – |
| Q1 2021 | $96,000 | +7.9% | 2,614 | -0.0% | 0.00% | – |
| Q4 2020 | $89,000 | +34.8% | 2,615 | +16.6% | 0.00% | – |
| Q3 2020 | $66,000 | +24.5% | 2,242 | +22.2% | 0.00% | – |
| Q2 2020 | $53,000 | -18.5% | 1,834 | -26.9% | 0.00% | – |
| Q1 2020 | $65,000 | -4.4% | 2,510 | +30.3% | 0.00% | – |
| Q4 2019 | $68,000 | +9.7% | 1,926 | +6.8% | 0.00% | – |
| Q3 2019 | $62,000 | +3.3% | 1,804 | 0.0% | 0.00% | – |
| Q2 2019 | $60,000 | +39.5% | 1,804 | +33.7% | 0.00% | – |
| Q1 2019 | $43,000 | +10.3% | 1,349 | 0.0% | 0.00% | – |
| Q4 2018 | $39,000 | – | 1,349 | – | 0.00% | – |
Download | ||||||
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% |