ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 32 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| WealthOne, LLC | 239,879 | $13,150,147 | 5.14% |
| Advisory Resource Group | 219,177 | $12,015,283 | 3.37% |
| Brio Consultants, LLC | 331,092 | $18,150,442 | 3.36% |
| Global Wealth Strategies & Associates | 115,732 | $6,344,428 | 3.28% |
| Kendall Capital Management | 118,576 | $6,500 | 3.12% |
| CMH Wealth Management LLC | 186,147 | $10,204,579 | 2.95% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,151,455 | $63,122,787 | 2.12% |
| Strategic Wealth Partners Group, LLC | 151,950 | $8,080 | 1.32% |
| James J. Burns & Company, LLC | 60,583 | $3,321 | 0.86% |
| Berger Financial Group, Inc | 113,795 | $6,238,243 | 0.75% |