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 | $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 | 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% |