ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 130 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |