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 | $573,554 | -5.2% | 10,522 | 0.0% | 0.00% | -55.6% |
Q2 2023 | $604,700 | +3.6% | 10,522 | -1.2% | 0.01% | 0.0% |
Q1 2023 | $583,732 | -54.8% | 10,648 | -50.0% | 0.01% | -18.2% |
Q4 2022 | $1,290,522 | +3932.9% | 21,296 | +3669.2% | 0.01% | +1000.0% |
Q4 2020 | $32,000 | +28.0% | 565 | 0.0% | 0.00% | -66.7% |
Q3 2020 | $25,000 | +4.2% | 565 | +0.2% | 0.00% | 0.0% |
Q2 2020 | $24,000 | +26.3% | 564 | +0.2% | 0.00% | 0.0% |
Q1 2020 | $19,000 | -97.9% | 563 | -97.3% | 0.00% | -97.4% |
Q1 2019 | $904,000 | – | 20,494 | – | 0.12% | – |
Download |
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% |