Mayfair Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 99 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Mayfair Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$239,132
+8.0%
4,395
+13.1%
0.23%
+4.5%
Q2 2023$221,445
-5.4%
3,885
-15.5%
0.22%
-33.2%
Q3 2022$234,000
-8.2%
4,597
+2.9%
0.33%
-1.5%
Q2 2022$255,000
-3.8%
4,469
+5.7%
0.34%
-1.2%
Q1 2022$265,0004,2300.34%
Other shareholders
ISHARES TR shareholders Q1 2022
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