ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 131 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $428,559 | +327.6% | 7,862 | +350.8% | 0.00% | – |
| Q2 2023 | $100,228 | +0.3% | 1,744 | -4.3% | 0.00% | – |
| Q1 2023 | $99,882 | +46.2% | 1,822 | +41.7% | 0.00% | – |
| Q4 2022 | $68,315 | +127.7% | 1,286 | +110.1% | 0.00% | – |
| Q3 2022 | $30,000 | -6.2% | 612 | -1.1% | 0.00% | – |
| Q2 2022 | $32,000 | -82.2% | 619 | -78.6% | 0.00% | – |
| Q1 2022 | $180,000 | +339.0% | 2,890 | +368.4% | 0.00% | – |
| Q4 2021 | $41,000 | +2.5% | 617 | -1.8% | 0.00% | – |
| Q3 2021 | $40,000 | -4.8% | 628 | -0.2% | 0.00% | – |
| Q2 2021 | $42,000 | +950.0% | 629 | +882.8% | 0.00% | – |
| Q1 2021 | $4,000 | -33.3% | 64 | -41.3% | 0.00% | – |
| Q4 2020 | $6,000 | +200.0% | 109 | +131.9% | 0.00% | – |
| Q3 2020 | $2,000 | – | 47 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 286,470 | $15,223,003 | 14.97% |
| HERITAGE WEALTH MANAGEMENT, LLC | 932,486 | $49,552,310 | 7.08% |
| WealthOne, LLC | 231,424 | $12,297,878 | 4.99% |
| Brio Consultants, LLC | 315,174 | $16,748,346 | 3.34% |
| Global Wealth Strategies & Associates | 105,991 | $5,632,362 | 3.27% |
| CMH Wealth Management LLC | 178,968 | $9,510,360 | 3.05% |
| Kendall Capital Management | 105,987 | $5,632 | 2.85% |
| Advisory Resource Group | 171,084 | $9,091,404 | 2.70% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 838,543 | $44,560,167 | 1.63% |
| Strategic Wealth Partners Group, LLC | 83,654 | $4,445 | 0.94% |