ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 34 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $376,864 | +102.5% | 6,915 | +113.5% | 0.01% | +133.3% |
| Q2 2023 | $186,137 | +31.5% | 3,239 | +25.4% | 0.00% | 0.0% |
| Q1 2023 | $141,561 | -82.6% | 2,583 | -83.1% | 0.00% | -81.2% |
| Q4 2022 | $813,366 | +3597.1% | 15,309 | +3411.2% | 0.02% | – |
| Q3 2022 | $22,000 | -68.6% | 436 | -58.8% | 0.00% | -100.0% |
| Q4 2021 | $70,000 | +3400.0% | 1,058 | +3548.3% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | +100.0% | 29 | +52.6% | 0.00% | – |
| Q3 2020 | $1,000 | -99.4% | 19 | -99.6% | 0.00% | -100.0% |
| Q1 2020 | $177,000 | – | 5,277 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 156,299 | $10,375,000 | 7.54% |
| WealthOne, LLC | 175,578 | $11,655,000 | 4.02% |
| Advisory Resource Group | 135,175 | $8,212,000 | 2.74% |
| Lake Point Wealth Management | 94,529 | $6,275,000 | 2.74% |
| Surevest, LLC | 162,779 | $10,805,000 | 2.56% |
| Diversified, LLC | 85,118 | $5,650,000 | 2.39% |
| LITTLE HOUSE CAPITAL LLC | 45,346 | $3,010,000 | 1.59% |
| Destiny Wealth Partners, LLC | 69,839 | $4,636,000 | 0.89% |
| Strategic Wealth Partners Group, LLC | 58,411 | $3,877,000 | 0.67% |
| Kendall Capital Management | 17,654 | $1,172,000 | 0.56% |