ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 159 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HERITAGE WEALTH MANAGEMENT, LLC | 200,705 | $13,168,225 | 6.71% |
| CMH Wealth Management LLC | 261,419 | $17,151,701 | 4.36% |
| Brio Consultants, LLC | 337,246 | $22,126,721 | 3.73% |
| Kendall Capital Management | 157,355 | $10,324,062 | 3.55% |
| Advisory Resource Group | 230,509 | $15,123,696 | 3.47% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,604,160 | $105,248,940 | 2.67% |
| Ulland Investment Advisors, LLC | 28,777 | $1,888 | 1.51% |
| Benchmark Financial Wealth Advisors, LLC | 53,829 | $3,531,731 | 1.35% |
| Strategic Wealth Partners Group, LLC | 182,255 | $11,957,736 | 1.32% |
| Berger Financial Group, Inc | 148,077 | $9,715,345 | 0.80% |