Southland Equity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 68 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Southland Equity Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$214,213
-6.0%
3,4340.0%0.09%
-4.3%
Q4 2021$227,949
+3.4%
3,4340.0%0.09%
-7.9%
Q3 2021$220,463
-3.1%
3,4340.0%0.10%
-5.6%
Q2 2021$227,434
+5.3%
3,4340.0%0.11%
-13.0%
Q1 2021$215,9643,4340.12%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Lee Financial Group Hawaii, Inc. 156,299$10,375,0007.54%
WealthOne, LLC 175,578$11,655,0004.02%
Advisory Resource Group 135,175$8,212,0002.74%
Lake Point Wealth Management 94,529$6,275,0002.74%
Surevest, LLC 162,779$10,805,0002.56%
Diversified, LLC 85,118$5,650,0002.39%
LITTLE HOUSE CAPITAL LLC 45,346$3,010,0001.59%
Destiny Wealth Partners, LLC 69,839$4,636,0000.89%
Strategic Wealth Partners Group, LLC 58,411$3,877,0000.67%
Kendall Capital Management 17,654$1,172,0000.56%
View complete list of ISHARES TR shareholders