DFPG INVESTMENTS, LLC - ISHARES TR ownership

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
DFPG INVESTMENTS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$509,180
-42.3%
9,784
-33.4%
0.05%
-41.2%
Q2 2023$882,817
-28.7%
14,692
-35.0%
0.08%
-39.8%
Q1 2023$1,238,866
+24.4%
22,599
+26.6%
0.13%
-18.9%
Q4 2022$995,51717,8440.16%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
WealthOne, LLC 239,879$13,150,1475.14%
Advisory Resource Group 219,177$12,015,2833.37%
Brio Consultants, LLC 331,092$18,150,4423.36%
Global Wealth Strategies & Associates 115,732$6,344,4283.28%
Kendall Capital Management 118,576$6,5003.12%
CMH Wealth Management LLC 186,147$10,204,5792.95%
COLDSTREAM CAPITAL MANAGEMENT INC 1,151,455$63,122,7872.12%
Strategic Wealth Partners Group, LLC 151,950$8,0801.32%
James J. Burns & Company, LLC 60,583$3,3210.86%
Berger Financial Group, Inc 113,795$6,238,2430.75%
View complete list of ISHARES TR shareholders