SMITH, MOORE & CO. - ISHARES TR ownership

ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SMITH, MOORE & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$357,621
-51.2%
4,799
-48.2%
0.05%
-49.5%
Q2 2023$732,714
-0.2%
9,2690.0%0.09%
-7.0%
Q1 2023$734,0129,2690.10%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bond & Devick Financial Network, Inc. 13,794$1,092,3760.70%
WFA Asset Management Corp 13,383$1,059,8160.65%
Evergreen Wealth Solutions, LLC 6,053$4790.55%
MISSION WEALTH MANAGEMENT, LP 137,285$10,871,6050.46%
HARVEST GROUP WEALTH MANAGEMENT, LLC 8,812$697,7830.43%
Whelan Financial 9,740$771,3110.43%
REGATTA CAPITAL GROUP, LLC 15,026$1,185,6830.42%
FINANCIAL MANAGEMENT NETWORK INC 12,059$952,7670.38%
Tolleson Wealth Management, Inc. 18,367$1,4540.38%
Berkshire Bank 14,650$1,160,1330.34%
View complete list of ISHARES TR shareholders