ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 130 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,565,000 | +12.2% | 157,095 | +18.2% | 0.02% | +6.7% |
Q2 2023 | $7,633,000 | +11.1% | 132,882 | +6.0% | 0.02% | 0.0% |
Q1 2023 | $6,871,000 | +16.2% | 125,388 | +12.7% | 0.02% | +7.1% |
Q4 2022 | $5,914,000 | +14.8% | 111,240 | +7.5% | 0.01% | 0.0% |
Q3 2022 | $5,151,000 | +84.5% | 103,441 | +91.2% | 0.01% | +100.0% |
Q2 2022 | $2,792,000 | – | 54,089 | – | 0.01% | – |
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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% |