ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 102 filers reported holding ISHARES TR in Q2 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% | – |
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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% |