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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $664,860 | -48.6% | 10,621 | -52.8% | 0.01% | -60.9% |
| Q2 2023 | $1,292,810 | +23.3% | 22,495 | +14.0% | 0.02% | +9.5% |
| Q4 2022 | $1,048,588 | -50.7% | 19,732 | -53.8% | 0.02% | -55.3% |
| Q3 2022 | $2,125,000 | -14.7% | 42,706 | -11.5% | 0.05% | -9.6% |
| Q2 2022 | $2,492,000 | +100.6% | 48,271 | +142.4% | 0.05% | +136.4% |
| Q1 2022 | $1,242,000 | -5.3% | 19,911 | +0.7% | 0.02% | -4.3% |
| Q4 2021 | $1,312,000 | +402.7% | 19,766 | +154.4% | 0.02% | +15.0% |
| Q1 2020 | $261,000 | – | 7,770 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 156,299 | $10,375,000 | 7.54% |
| WealthOne, LLC | 175,578 | $11,655,000 | 4.02% |
| Advisory Resource Group | 135,175 | $8,212,000 | 2.74% |
| Lake Point Wealth Management | 94,529 | $6,275,000 | 2.74% |
| Surevest, LLC | 162,779 | $10,805,000 | 2.56% |
| Diversified, LLC | 85,118 | $5,650,000 | 2.39% |
| LITTLE HOUSE CAPITAL LLC | 45,346 | $3,010,000 | 1.59% |
| Destiny Wealth Partners, LLC | 69,839 | $4,636,000 | 0.89% |
| Strategic Wealth Partners Group, LLC | 58,411 | $3,877,000 | 0.67% |
| Kendall Capital Management | 17,654 | $1,172,000 | 0.56% |