Jordan Park Group LLC - ISHARES TR ownership

ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 102 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Jordan Park Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$2,102,000
-19.9%
40,718
-3.2%
0.20%
-12.0%
Q1 2022$2,625,000
-31.6%
42,084
-27.2%
0.23%
-15.3%
Q4 2021$3,837,000
-1.9%
57,801
-2.1%
0.28%
+26.1%
Q2 2021$3,912,000
-43.7%
59,063
-46.5%
0.22%
-51.0%
Q1 2021$6,947,000110,4690.44%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Lee Financial Group Hawaii, Inc. 286,470$15,223,00314.97%
HERITAGE WEALTH MANAGEMENT, LLC 932,486$49,552,3107.08%
WealthOne, LLC 231,424$12,297,8784.99%
Brio Consultants, LLC 315,174$16,748,3463.34%
Global Wealth Strategies & Associates 105,991$5,632,3623.27%
CMH Wealth Management LLC 178,968$9,510,3603.05%
Kendall Capital Management 105,987$5,6322.85%
Advisory Resource Group 171,084$9,091,4042.70%
COLDSTREAM CAPITAL MANAGEMENT INC 838,543$44,560,1671.63%
Strategic Wealth Partners Group, LLC 83,654$4,4450.94%
View complete list of ISHARES TR shareholders