ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 131 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $200,257 | -83.7% | 3,653 | -84.2% | 0.00% | -100.0% |
| Q4 2022 | $1,231,307 | +188.4% | 23,171 | +179.8% | 0.00% | – |
| Q2 2022 | $427,000 | +35.1% | 8,281 | +16.9% | 0.00% | -100.0% |
| Q3 2019 | $316,000 | -69.2% | 7,086 | -68.7% | 0.00% | -50.0% |
| Q2 2019 | $1,025,000 | -19.3% | 22,657 | -21.3% | 0.00% | 0.0% |
| Q1 2019 | $1,270,000 | +243.2% | 28,800 | +232.6% | 0.00% | +100.0% |
| Q1 2018 | $370,000 | – | 8,660 | – | 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% |