ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 99 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,116,073 | -16.4% | 38,820 | -11.8% | 0.01% | -14.3% |
Q2 2023 | $2,530,284 | +105902.7% | 44,028 | +1.1% | 0.01% | 0.0% |
Q1 2023 | $2,387 | +5.9% | 43,544 | +2.7% | 0.01% | 0.0% |
Q4 2022 | $2,253 | -99.9% | 42,395 | +7.2% | 0.01% | -12.5% |
Q3 2022 | $1,967,000 | +64.7% | 39,536 | +70.9% | 0.01% | +60.0% |
Q2 2022 | $1,194,000 | -34.3% | 23,132 | -20.6% | 0.01% | -28.6% |
Q1 2022 | $1,816,000 | +82.5% | 29,118 | +94.3% | 0.01% | +75.0% |
Q4 2021 | $995,000 | – | 14,984 | – | 0.00% | – |
Download |
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% |