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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,611 | -53.9% | 213 | -51.4% | 0.01% | -53.3% |
| Q2 2023 | $25,172 | +4.8% | 438 | 0.0% | 0.02% | -6.2% |
| Q1 2023 | $24,011 | +87.5% | 438 | +81.7% | 0.02% | +77.8% |
| Q4 2022 | $12,807 | -32.6% | 241 | -35.2% | 0.01% | -35.7% |
| Q3 2022 | $19,000 | -99.8% | 372 | +90.8% | 0.01% | +75.0% |
| Q2 2022 | $10,066,000 | +9486.7% | 195 | -88.5% | 0.01% | -88.9% |
| Q1 2022 | $105,000 | +218.2% | 1,692 | +235.0% | 0.07% | +188.0% |
| Q4 2021 | $33,000 | – | 505 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 156,299 | $10,375,000 | 7.54% |
| WealthOne, LLC | 175,578 | $11,655,000 | 4.02% |
| Advisory Resource Group | 135,175 | $8,212,000 | 2.74% |
| Lake Point Wealth Management | 94,529 | $6,275,000 | 2.74% |
| Surevest, LLC | 162,779 | $10,805,000 | 2.56% |
| Diversified, LLC | 85,118 | $5,650,000 | 2.39% |
| LITTLE HOUSE CAPITAL LLC | 45,346 | $3,010,000 | 1.59% |
| Destiny Wealth Partners, LLC | 69,839 | $4,636,000 | 0.89% |
| Strategic Wealth Partners Group, LLC | 58,411 | $3,877,000 | 0.67% |
| Kendall Capital Management | 17,654 | $1,172,000 | 0.56% |