OneAscent Financial Services 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
OneAscent Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$288,000
+5.5%
6,4240.0%0.15%
-18.0%
Q2 2020$273,000
+30.0%
6,424
+2.8%
0.18%
+15.8%
Q1 2020$210,0006,2460.16%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
WealthOne, LLC 239,879$13,150,1475.14%
Advisory Resource Group 219,177$12,015,2833.37%
Brio Consultants, LLC 331,092$18,150,4423.36%
Global Wealth Strategies & Associates 115,732$6,344,4283.28%
Kendall Capital Management 118,576$6,5003.12%
CMH Wealth Management LLC 186,147$10,204,5792.95%
COLDSTREAM CAPITAL MANAGEMENT INC 1,151,455$63,122,7872.12%
Strategic Wealth Partners Group, LLC 151,950$8,0801.32%
James J. Burns & Company, LLC 60,583$3,3210.86%
Berger Financial Group, Inc 113,795$6,238,2430.75%
View complete list of ISHARES TR shareholders