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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $480,653 | -6.0% | 7,678 | -1.5% | 0.08% | -8.1% |
| Q1 2024 | $511,497 | -1.3% | 7,796 | -7.3% | 0.09% | +19.4% |
| Q4 2023 | $518,024 | +14.0% | 8,414 | +0.9% | 0.07% | +5.9% |
| Q3 2023 | $454,549 | +6.5% | 8,339 | +12.3% | 0.07% | +23.6% |
| Q2 2023 | $426,876 | +8.0% | 7,428 | +3.0% | 0.06% | +5.8% |
| Q1 2023 | $395,362 | +15.9% | 7,212 | +12.3% | 0.05% | +10.6% |
| Q4 2022 | $341,265 | +33.8% | 6,422 | +25.5% | 0.05% | +14.6% |
| Q3 2022 | $255,000 | – | 5,118 | – | 0.04% | – |
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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% |