ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 122 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $28,221 | -4.5% | 451 | +0.2% | 0.00% | 0.0% |
| Q1 2024 | $29,549 | +9.7% | 450 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $26,932 | +10.1% | 450 | +0.2% | 0.00% | 0.0% |
| Q3 2023 | $24,454 | -5.2% | 449 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $25,782 | +4.9% | 449 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $24,569 | +153456.2% | 448 | +50.3% | 0.00% | 0.0% |
| Q4 2022 | $16 | -99.9% | 298 | +0.3% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | -78.9% | 297 | -78.4% | 0.00% | -66.7% |
| Q2 2022 | $71,000 | -4.1% | 1,375 | +15.6% | 0.00% | +50.0% |
| Q1 2022 | $74,000 | -10.8% | 1,189 | -5.4% | 0.00% | 0.0% |
| Q4 2021 | $83,000 | +151.5% | 1,257 | +145.0% | 0.00% | +100.0% |
| Q3 2021 | $33,000 | – | 513 | – | 0.00% | – |
Download | ||||||
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% |