ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 103 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $803,743 | -2.9% | 14,744 | +2.4% | 0.40% | +2.6% |
| Q2 2023 | $827,905 | +66.3% | 14,405 | +58.6% | 0.39% | +49.6% |
| Q1 2023 | $497,808 | +3.1% | 9,080 | -0.1% | 0.26% | -9.7% |
| Q4 2022 | $482,802 | +13.3% | 9,085 | +6.1% | 0.29% | +14.6% |
| Q3 2022 | $426,000 | -2.7% | 8,560 | +0.9% | 0.25% | +6.3% |
| Q2 2022 | $438,000 | -9.7% | 8,480 | +9.0% | 0.24% | -4.0% |
| Q1 2022 | $485,000 | +20.0% | 7,781 | +27.9% | 0.25% | +15.3% |
| Q4 2021 | $404,000 | – | 6,084 | – | 0.22% | – |
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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% |