Diversified, LLC - ISHARES TR ownership

ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 69 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Diversified, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$5,650,000
+27.9%
85,118
+23.7%
2.39%
+1.7%
Q3 2021$4,418,000
+57.2%
68,815
+62.2%
2.35%
+50.0%
Q2 2021$2,810,000
+307.2%
42,427
+286.5%
1.57%
+194.9%
Q1 2021$690,00010,9760.53%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Lee Financial Group Hawaii, Inc. 286,470$15,223,00314.97%
HERITAGE WEALTH MANAGEMENT, LLC 932,486$49,552,3107.08%
WealthOne, LLC 231,424$12,297,8784.99%
Brio Consultants, LLC 315,174$16,748,3463.34%
Global Wealth Strategies & Associates 105,991$5,632,3623.27%
CMH Wealth Management LLC 178,968$9,510,3603.05%
Kendall Capital Management 105,987$5,6322.85%
Advisory Resource Group 171,084$9,091,4042.70%
COLDSTREAM CAPITAL MANAGEMENT INC 838,543$44,560,1671.63%
Strategic Wealth Partners Group, LLC 83,654$4,4450.94%
View complete list of ISHARES TR shareholders