Lake Point Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 91 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Lake Point Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$73,000
+1.4%
1,412
+22.5%
0.04%
+24.2%
Q1 2022$72,000
-98.9%
1,153
-98.8%
0.03%
-98.8%
Q4 2021$6,275,000
-76.8%
94,529
-77.5%
2.74%
-78.0%
Q3 2021$27,021,000
-0.3%
420,889
+2.9%
12.45%
-1.4%
Q2 2021$27,092,000409,06112.63%
Other shareholders
ISHARES TR shareholders Q4 2021
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