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 ↓
WealthOne, LLC 249,984$13,626,6295.50%
Brio Consultants, LLC 337,537$18,399,1323.46%
Kendall Capital Management 139,273$7,5923.37%
CMH Wealth Management LLC 198,601$10,881,7213.04%
Advisory Resource Group 205,699$11,212,6533.02%
COLDSTREAM CAPITAL MANAGEMENT INC 1,434,612$78,200,6962.55%
Global Wealth Strategies & Associates 76,662$4,178,8461.95%
Strategic Wealth Partners Group, LLC 166,487$9,122,3491.35%
Benchmark Financial Wealth Advisors, LLC 44,713$2,437,3121.15%
Pinion Investment Advisors, LLC 29,699$1,618,8931.05%
View complete list of ISHARES TR shareholders