Winthrop Advisory Group LLC - ISHARES TR ownership

ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 34 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Winthrop Advisory Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$1,352,000
+8.1%
28,0890.0%0.49%
-1.6%
Q3 2019$1,251,000
-1.6%
28,0890.0%0.50%
-7.0%
Q2 2019$1,271,000
+2.6%
28,0890.0%0.53%
-2.4%
Q1 2019$1,239,000
+15.5%
28,0890.0%0.54%0.0%
Q4 2018$1,073,00028,0890.54%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Lee Financial Group Hawaii, Inc. 156,299$10,375,0007.54%
WealthOne, LLC 175,578$11,655,0004.02%
Advisory Resource Group 135,175$8,212,0002.74%
Lake Point Wealth Management 94,529$6,275,0002.74%
Surevest, LLC 162,779$10,805,0002.56%
Diversified, LLC 85,118$5,650,0002.39%
LITTLE HOUSE CAPITAL LLC 45,346$3,010,0001.59%
Destiny Wealth Partners, LLC 69,839$4,636,0000.89%
Strategic Wealth Partners Group, LLC 58,411$3,877,0000.67%
Kendall Capital Management 17,654$1,172,0000.56%
View complete list of ISHARES TR shareholders