ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 131 filers reported holding ISHARES TR in Q4 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 286,470 | $15,223,003 | 14.97% |
| HERITAGE WEALTH MANAGEMENT, LLC | 932,486 | $49,552,310 | 7.08% |
| WealthOne, LLC | 231,424 | $12,297,878 | 4.99% |
| Brio Consultants, LLC | 315,174 | $16,748,346 | 3.34% |
| Global Wealth Strategies & Associates | 105,991 | $5,632,362 | 3.27% |
| CMH Wealth Management LLC | 178,968 | $9,510,360 | 3.05% |
| Kendall Capital Management | 105,987 | $5,632 | 2.85% |
| Advisory Resource Group | 171,084 | $9,091,404 | 2.70% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 838,543 | $44,560,167 | 1.63% |
| Strategic Wealth Partners Group, LLC | 83,654 | $4,445 | 0.94% |