ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 99 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $412,859 | -22.7% | 7,574 | -18.5% | 0.19% | -37.4% |
| Q2 2023 | $534,184 | +4329.4% | 9,295 | +4125.0% | 0.30% | +4257.1% |
| Q1 2023 | $12,060 | -97.7% | 220 | -97.8% | 0.01% | -97.7% |
| Q4 2022 | $535,917 | -59.0% | 10,085 | -61.6% | 0.30% | -62.7% |
| Q3 2022 | $1,307,000 | -99.9% | 26,283 | +2.1% | 0.81% | +0.4% |
| Q2 2022 | $1,328,704,000 | +26573980.0% | 25,740 | +34220.0% | 0.80% | +20000.0% |
| Q1 2022 | $5,000 | – | 75 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthOne, LLC | 249,984 | $13,626,629 | 5.50% |
| Brio Consultants, LLC | 337,537 | $18,399,132 | 3.46% |
| Kendall Capital Management | 139,273 | $7,592 | 3.37% |
| CMH Wealth Management LLC | 198,601 | $10,881,721 | 3.04% |
| Advisory Resource Group | 205,699 | $11,212,653 | 3.02% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,434,612 | $78,200,696 | 2.55% |
| Global Wealth Strategies & Associates | 76,662 | $4,178,846 | 1.95% |
| Strategic Wealth Partners Group, LLC | 166,487 | $9,122,349 | 1.35% |
| Benchmark Financial Wealth Advisors, LLC | 44,713 | $2,437,312 | 1.15% |
| Pinion Investment Advisors, LLC | 29,699 | $1,618,893 | 1.05% |