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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,517 | +9.4% | 96 | +4.3% | 0.00% | -33.3% |
| Q1 2023 | $5,043 | +3.1% | 92 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,889 | -2.2% | 92 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -16.7% | 92 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $6,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | – | 92 | – | 0.00% | – |
Download | ||||||
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% |