ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 25 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $569,520 | +4.9% | 10,448 | +10.5% | 0.02% | +6.7% |
| Q2 2023 | $543,149 | +15.8% | 9,451 | +10.5% | 0.02% | 0.0% |
| Q1 2023 | $468,930 | +2.5% | 8,554 | -0.7% | 0.02% | -11.8% |
| Q4 2022 | $457,695 | +16.8% | 8,613 | +9.4% | 0.02% | +13.3% |
| Q3 2022 | $392,000 | +6.5% | 7,872 | +10.3% | 0.02% | +7.1% |
| Q2 2022 | $368,000 | -2.1% | 7,136 | +18.5% | 0.01% | +16.7% |
| Q1 2022 | $376,000 | +1.9% | 6,024 | +8.3% | 0.01% | +9.1% |
| Q4 2021 | $369,000 | +3.9% | 5,560 | +0.5% | 0.01% | -8.3% |
| Q3 2021 | $355,000 | +9.9% | 5,535 | +13.4% | 0.01% | +9.1% |
| Q2 2021 | $323,000 | +24.7% | 4,880 | +18.7% | 0.01% | 0.0% |
| Q1 2021 | $259,000 | -43.4% | 4,111 | -49.1% | 0.01% | 0.0% |
| Q4 2020 | $458,000 | +40.9% | 8,074 | +10.8% | 0.01% | -52.2% |
| Q3 2019 | $325,000 | – | 7,289 | – | 0.02% | – |
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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% |