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 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