ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
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% |