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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $441,202 | -18.1% | 8,094 | -13.7% | 0.08% | -23.9% |
| Q2 2023 | $538,722 | +77.9% | 9,374 | +69.7% | 0.11% | -22.1% |
| Q1 2023 | $302,888 | -0.4% | 5,525 | -3.5% | 0.14% | -13.6% |
| Q4 2022 | $304,173 | +6.7% | 5,724 | +0.1% | 0.16% | -5.3% |
| Q3 2022 | $285,000 | -3.4% | 5,719 | 0.0% | 0.17% | -3.4% |
| Q2 2022 | $295,000 | -17.6% | 5,719 | -0.2% | 0.18% | +11.3% |
| Q1 2022 | $358,000 | +16.2% | 5,732 | +23.7% | 0.16% | +12.0% |
| Q4 2021 | $308,000 | +275.6% | 4,635 | +261.5% | 0.14% | +230.2% |
| Q3 2021 | $82,000 | +121.6% | 1,282 | +129.7% | 0.04% | +115.0% |
| Q2 2021 | $37,000 | +825.0% | 558 | +771.9% | 0.02% | +900.0% |
| Q1 2021 | $4,000 | – | 64 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthOne, LLC | 239,879 | $13,150,147 | 5.14% |
| Advisory Resource Group | 219,177 | $12,015,283 | 3.37% |
| Brio Consultants, LLC | 331,092 | $18,150,442 | 3.36% |
| Global Wealth Strategies & Associates | 115,732 | $6,344,428 | 3.28% |
| Kendall Capital Management | 118,576 | $6,500 | 3.12% |
| CMH Wealth Management LLC | 186,147 | $10,204,579 | 2.95% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,151,455 | $63,122,787 | 2.12% |
| Strategic Wealth Partners Group, LLC | 151,950 | $8,080 | 1.32% |
| James J. Burns & Company, LLC | 60,583 | $3,321 | 0.86% |
| Berger Financial Group, Inc | 113,795 | $6,238,243 | 0.75% |