ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 65 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $572,692 | +7.9% | 19,360 | +12.5% | 0.34% | +6.2% |
Q2 2023 | $530,767 | +0.6% | 17,204 | +1.3% | 0.32% | -4.4% |
Q1 2023 | $527,631 | +13.5% | 16,975 | +9.6% | 0.34% | +0.6% |
Q4 2022 | $464,767 | +16.5% | 15,492 | +1.6% | 0.34% | +16.6% |
Q3 2022 | $399,000 | -8.7% | 15,244 | +0.4% | 0.29% | 0.0% |
Q2 2022 | $437,000 | – | 15,184 | – | 0.29% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WADDELL & ASSOCIATES, LLC | 723,168 | $18,925,000 | 3.66% |
Coulter & Justus Financial Services, LLC | 98,004 | $2,565,000 | 2.00% |
ARGI Investment Services, LLC | 1,003,290 | $26,256,000 | 0.92% |
CGN Advisors LLC | 122,773 | $3,213,000 | 0.81% |
Beaird Harris Wealth Management, LLC | 139,401 | $3,648,000 | 0.80% |
FINANCIAL MANAGEMENT NETWORK INC | 58,212 | $1,617,000 | 0.80% |
RHS Financial, LLC | 32,279 | $845,000 | 0.75% |
Klaas Financial Asset Advisors, LLC | 93,035 | $2,435,000 | 0.62% |
SENTINEL PENSION ADVISORS INC | 57,396 | $1,502,000 | 0.52% |
Bedel Financial Consulting, Inc. | 65,093 | $1,853,000 | 0.49% |