ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 152 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
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% |