ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 126 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Tower Wealth Partners, Inc. | 229,890 | $7,791,000 | 8.92% |
| Leelyn Smith, LLC | 351,591 | $13,838,000 | 4.42% |
| USAdvisors Wealth Management, LLC | 257,474 | $8,776,000 | 4.22% |
| Wade Financial Advisory, Inc | 112,718 | $3,820,000 | 2.56% |
| Burns Matteson Capital Management, LLC | 54,341 | $1,841,601 | 2.03% |
| Clear Creek Financial Management, LLC | 262,339 | $8,890,000 | 1.71% |
| PFG Private Wealth Management, LLC | 64,893 | $2,199,000 | 1.68% |
| HBK Sorce Advisory LLC | 801,672 | $27,169,000 | 1.68% |
| Brickley Wealth Management | 140,528 | $4,762,000 | 1.31% |
| Stewardship Financial Advisors, LLC | 80,137 | $2,716,000 | 0.99% |