Retirement Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 69 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$23,000
-4.2%
3650.0%0.01%
-10.0%
Q4 2021$24,000
+71.4%
365
+69.8%
0.01%
+66.7%
Q3 2021$14,0000.0%2150.0%0.01%
-14.3%
Q2 2021$14,000
+40.0%
215
+30.3%
0.01%
+40.0%
Q1 2021$10,0001650.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
WealthOne, LLC 249,984$13,626,6295.50%
Brio Consultants, LLC 337,537$18,399,1323.46%
Kendall Capital Management 139,273$7,5923.37%
CMH Wealth Management LLC 198,601$10,881,7213.04%
Advisory Resource Group 205,699$11,212,6533.02%
COLDSTREAM CAPITAL MANAGEMENT INC 1,434,612$78,200,6962.55%
Global Wealth Strategies & Associates 76,662$4,178,8461.95%
Strategic Wealth Partners Group, LLC 166,487$9,122,3491.35%
Benchmark Financial Wealth Advisors, LLC 44,713$2,437,3121.15%
Pinion Investment Advisors, LLC 29,699$1,618,8931.05%
View complete list of ISHARES TR shareholders