Mayfair Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 131 filers reported holding ISHARES TR in Q4 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 Q4 2022
NameSharesValueWeighting ↓
Lee Financial Group Hawaii, Inc. 156,299$10,375,0007.54%
WealthOne, LLC 175,578$11,655,0004.02%
Advisory Resource Group 135,175$8,212,0002.74%
Lake Point Wealth Management 94,529$6,275,0002.74%
Surevest, LLC 162,779$10,805,0002.56%
Diversified, LLC 85,118$5,650,0002.39%
LITTLE HOUSE CAPITAL LLC 45,346$3,010,0001.59%
Destiny Wealth Partners, LLC 69,839$4,636,0000.89%
Strategic Wealth Partners Group, LLC 58,411$3,877,0000.67%
Kendall Capital Management 17,654$1,172,0000.56%
View complete list of ISHARES TR shareholders