ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 99 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $202,723 | -55.9% | 3,719 | -53.5% | 0.04% | -53.6% |
Q2 2023 | $459,358 | +3.8% | 7,993 | -1.0% | 0.10% | -4.9% |
Q1 2023 | $442,617 | -11.0% | 8,074 | -13.7% | 0.10% | -10.5% |
Q4 2022 | $497,178 | -4.6% | 9,356 | -10.6% | 0.11% | -32.9% |
Q3 2022 | $521,000 | -19.3% | 10,467 | -16.4% | 0.17% | -1.7% |
Q2 2022 | $646,000 | +14.3% | 12,522 | +38.2% | 0.17% | +25.4% |
Q1 2022 | $565,000 | – | 9,059 | – | 0.14% | – |
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% |