ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $258,834 | +16.9% | 4,748 | +23.3% | 0.02% | +35.3% |
Q2 2023 | $221,339 | +4.1% | 3,851 | -0.7% | 0.02% | -5.6% |
Q1 2023 | $212,711 | -7.8% | 3,880 | -10.6% | 0.02% | -21.7% |
Q4 2022 | $230,730 | +2.5% | 4,342 | -4.0% | 0.02% | -11.5% |
Q3 2022 | $225,000 | -7.0% | 4,523 | -3.6% | 0.03% | -3.7% |
Q2 2022 | $242,000 | +11.0% | 4,694 | +34.0% | 0.03% | +22.7% |
Q1 2022 | $218,000 | +1.4% | 3,502 | +8.0% | 0.02% | +4.8% |
Q4 2021 | $215,000 | – | 3,244 | – | 0.02% | – |
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% |