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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $9,440,000 | -21.1% | 254,575 | +556.7% | 0.44% | -24.3% |
| Q2 2021 | $11,966,000 | -99.8% | 38,764 | -81.2% | 0.58% | -12.2% |
| Q1 2021 | $7,586,116,000 | +216337.0% | 205,865 | +99.0% | 0.66% | -3.5% |
| Q4 2020 | $3,505,000 | +38.4% | 103,453 | +18.5% | 0.68% | -14.4% |
| Q3 2020 | $2,532,000 | 0.0% | 87,336 | 0.0% | 0.79% | +8.9% |
| Q2 2020 | $2,532,000 | +3.2% | 87,336 | -8.7% | 0.73% | +85.5% |
| Q1 2020 | $2,453,000 | +22.5% | 95,627 | +69.5% | 0.39% | -6.4% |
| Q4 2019 | $2,002,000 | +4252.2% | 56,429 | +4086.1% | 0.42% | +4566.7% |
| Q3 2019 | $46,000 | +4500.0% | 1,348 | +4248.4% | 0.01% | – |
| Q1 2019 | $1,000 | – | 31 | – | 0.00% | – |
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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% |