ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 130 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,735 | -2.1% | 50,176 | +3.3% | 0.01% | 0.0% |
| Q2 2023 | $2,793 | +4.6% | 48,595 | -0.3% | 0.01% | -9.1% |
| Q1 2023 | $2,671 | +251.0% | 48,726 | +240.5% | 0.01% | +266.7% |
| Q4 2022 | $761 | -99.9% | 14,312 | +8.5% | 0.00% | 0.0% |
| Q3 2022 | $656,000 | +44.2% | 13,193 | +52.7% | 0.00% | +50.0% |
| Q2 2022 | $455,000 | +115.6% | 8,641 | +172.2% | 0.00% | +100.0% |
| Q4 2021 | $211,000 | +3.4% | 3,175 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $204,000 | -2.9% | 3,175 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $210,000 | – | 3,175 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 286,470 | $15,223,003 | 14.97% |
| HERITAGE WEALTH MANAGEMENT, LLC | 932,486 | $49,552,310 | 7.08% |
| WealthOne, LLC | 231,424 | $12,297,878 | 4.99% |
| Brio Consultants, LLC | 315,174 | $16,748,346 | 3.34% |
| Global Wealth Strategies & Associates | 105,991 | $5,632,362 | 3.27% |
| CMH Wealth Management LLC | 178,968 | $9,510,360 | 3.05% |
| Kendall Capital Management | 105,987 | $5,632 | 2.85% |
| Advisory Resource Group | 171,084 | $9,091,404 | 2.70% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 838,543 | $44,560,167 | 1.63% |
| Strategic Wealth Partners Group, LLC | 83,654 | $4,445 | 0.94% |