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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $238,525 | +3.2% | 4,351 | +0.0% | 0.02% | -5.6% |
| Q4 2022 | $231,171 | +7.0% | 4,350 | +0.0% | 0.02% | 0.0% |
| Q3 2022 | $216,000 | -3.6% | 4,349 | +0.0% | 0.02% | 0.0% |
| Q2 2022 | $224,000 | -24.8% | 4,347 | -9.0% | 0.02% | -10.0% |
| Q1 2022 | $298,000 | -8.9% | 4,777 | -2.9% | 0.02% | -4.8% |
| Q4 2021 | $327,000 | +0.3% | 4,921 | +0.0% | 0.02% | -19.2% |
| Q2 2021 | $326,000 | +10.5% | 4,919 | +4.9% | 0.03% | -7.1% |
| Q1 2021 | $295,000 | +14.3% | 4,690 | +3.2% | 0.03% | +3.7% |
| Q4 2020 | $258,000 | – | 4,545 | – | 0.03% | – |
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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% |