ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 121 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |