ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 45 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213 | -99.9% | 3,911 | -30.4% | 0.00% | -50.0% |
| Q2 2022 | $290,000 | -28.2% | 5,622 | -13.1% | 0.00% | 0.0% |
| Q1 2022 | $404,000 | -16.4% | 6,471 | -11.0% | 0.00% | 0.0% |
| Q4 2021 | $483,000 | +3.4% | 7,270 | -0.0% | 0.00% | 0.0% |
| Q3 2021 | $467,000 | +1.1% | 7,272 | +4.2% | 0.00% | 0.0% |
| Q2 2021 | $462,000 | +13.5% | 6,982 | +7.8% | 0.00% | 0.0% |
| Q1 2021 | $407,000 | +45.9% | 6,479 | +31.8% | 0.00% | 0.0% |
| Q4 2020 | $279,000 | +32.2% | 4,916 | +4.5% | 0.00% | +100.0% |
| Q3 2020 | $211,000 | -18.8% | 4,706 | -23.1% | 0.00% | -50.0% |
| Q2 2020 | $260,000 | +28.7% | 6,119 | +1.9% | 0.00% | 0.0% |
| Q1 2020 | $202,000 | -55.1% | 6,005 | -35.8% | 0.00% | -33.3% |
| Q4 2019 | $450,000 | -0.9% | 9,350 | -8.2% | 0.00% | -25.0% |
| Q3 2019 | $454,000 | – | 10,187 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthOne, LLC | 249,984 | $13,626,629 | 5.50% |
| Brio Consultants, LLC | 337,537 | $18,399,132 | 3.46% |
| Kendall Capital Management | 139,273 | $7,592 | 3.37% |
| CMH Wealth Management LLC | 198,601 | $10,881,721 | 3.04% |
| Advisory Resource Group | 205,699 | $11,212,653 | 3.02% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,434,612 | $78,200,696 | 2.55% |
| Global Wealth Strategies & Associates | 76,662 | $4,178,846 | 1.95% |
| Strategic Wealth Partners Group, LLC | 166,487 | $9,122,349 | 1.35% |
| Benchmark Financial Wealth Advisors, LLC | 44,713 | $2,437,312 | 1.15% |
| Pinion Investment Advisors, LLC | 29,699 | $1,618,893 | 1.05% |