ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 130 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $533,035 | -28.8% | 9,275 | -32.0% | 0.01% | -30.8% |
Q1 2023 | $748,132 | -7.5% | 13,647 | -10.4% | 0.01% | -18.8% |
Q4 2022 | $809,162 | -12.7% | 15,227 | -18.2% | 0.02% | -23.8% |
Q3 2022 | $927,000 | -34.3% | 18,617 | -32.1% | 0.02% | -30.0% |
Q2 2022 | $1,411,000 | -12.4% | 27,427 | +6.3% | 0.03% | +36.4% |
Q1 2022 | $1,610,000 | – | 25,809 | – | 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% |