ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 121 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,985,064 | -2.1% | 36,417 | +3.2% | 0.01% | -45.5% |
Q2 2023 | $2,027,105 | +317.1% | 35,272 | +297.8% | 0.01% | +1000.0% |
Q1 2023 | $486,034 | +59.0% | 8,866 | +54.1% | 0.00% | 0.0% |
Q4 2022 | $305,661 | -72.3% | 5,752 | -74.1% | 0.00% | -66.7% |
Q3 2022 | $1,103,000 | +82.9% | 22,169 | +89.7% | 0.00% | +50.0% |
Q2 2022 | $603,000 | -48.1% | 11,688 | -37.3% | 0.00% | -33.3% |
Q1 2022 | $1,162,000 | -91.0% | 18,633 | -90.4% | 0.00% | -89.3% |
Q4 2021 | $12,906,000 | +3350.8% | 194,419 | +3237.7% | 0.03% | +2700.0% |
Q3 2021 | $374,000 | -3.1% | 5,825 | +0.1% | 0.00% | 0.0% |
Q2 2021 | $386,000 | +74.7% | 5,822 | +65.8% | 0.00% | 0.0% |
Q1 2021 | $221,000 | -13.0% | 3,512 | -21.4% | 0.00% | 0.0% |
Q4 2020 | $254,000 | – | 4,466 | – | 0.00% | – |
Download |
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% |