ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 4 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,717,336 | -16.3% | 104,886 | -11.8% | 0.00% | 0.0% |
| Q2 2023 | $6,831,689 | +9.6% | 118,874 | +4.5% | 0.00% | 0.0% |
| Q1 2023 | $6,233,418 | -13.2% | 113,707 | -15.9% | 0.00% | -33.3% |
| Q4 2022 | $7,185,113 | -62.0% | 135,211 | -64.4% | 0.00% | -62.5% |
| Q3 2022 | $18,911,000 | +596.8% | 380,125 | +623.0% | 0.01% | +700.0% |
| Q2 2022 | $2,714,000 | +0.7% | 52,576 | +21.6% | 0.00% | 0.0% |
| Q1 2022 | $2,696,000 | -37.2% | 43,224 | -33.2% | 0.00% | 0.0% |
| Q4 2021 | $4,294,000 | +155.9% | 64,680 | +147.4% | 0.00% | 0.0% |
| Q3 2021 | $1,678,000 | +22.5% | 26,143 | +26.4% | 0.00% | – |
| Q2 2021 | $1,370,000 | +42.9% | 20,687 | +35.7% | 0.00% | – |
| Q1 2021 | $959,000 | +90.7% | 15,244 | +72.0% | 0.00% | – |
| Q4 2020 | $503,000 | +111.3% | 8,865 | +66.9% | 0.00% | – |
| Q3 2020 | $238,000 | +255.2% | 5,312 | +234.7% | 0.00% | – |
| Q2 2020 | $67,000 | +2133.3% | 1,587 | +2636.2% | 0.00% | – |
| Q1 2019 | $3,000 | 0.0% | 58 | -27.5% | 0.00% | – |
| Q1 2018 | $3,000 | -80.0% | 80 | -76.2% | 0.00% | – |
| Q4 2017 | $15,000 | – | 336 | +6620.0% | 0.00% | – |
| Q3 2017 | $0 | – | 5 | – | 0.00% | – |
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% |