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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $491,014 | +203.1% | 9,240 | +183.5% | 0.29% | +186.0% |
Q3 2022 | $162,000 | +1700.0% | 3,259 | +1158.3% | 0.10% | +900.0% |
Q1 2020 | $9,000 | -35.7% | 259 | -12.5% | 0.01% | -23.1% |
Q4 2019 | $14,000 | +7.7% | 296 | 0.0% | 0.01% | +62.5% |
Q3 2019 | $13,000 | 0.0% | 296 | 0.0% | 0.01% | +14.3% |
Q2 2019 | $13,000 | – | 296 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Lee Financial Group Hawaii, Inc. | 286,470 | $15,223,003 | 14.97% |
HERITAGE WEALTH MANAGEMENT, LLC | 932,486 | $49,552,310 | 7.08% |
WealthOne, LLC | 231,424 | $12,297,878 | 4.99% |
Brio Consultants, LLC | 315,174 | $16,748,346 | 3.34% |
Global Wealth Strategies & Associates | 105,991 | $5,632,362 | 3.27% |
CMH Wealth Management LLC | 178,968 | $9,510,360 | 3.05% |
Kendall Capital Management | 105,987 | $5,632 | 2.85% |
Advisory Resource Group | 171,084 | $9,091,404 | 2.70% |
COLDSTREAM CAPITAL MANAGEMENT INC | 838,543 | $44,560,167 | 1.63% |
Strategic Wealth Partners Group, LLC | 83,654 | $4,445 | 0.94% |