Avidian Wealth Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 367 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,447,612
+1.0%
48,583
+0.9%
0.17%
+8.2%
Q2 2023$2,422,553
+160.4%
48,162
+160.2%
0.16%
+211.8%
Q1 2023$930,205
+68.0%
18,512
+67.3%
0.05%
+41.7%
Q4 2022$553,838
-93.5%
11,068
-93.5%
0.04%
-94.1%
Q3 2022$8,505,000
+9.8%
170,057
+9.8%
0.62%
+12.2%
Q2 2022$7,749,000
+32.6%
154,850
+32.8%
0.55%
+53.1%
Q1 2022$5,846,000
-62.9%
116,576
-62.8%
0.36%
-63.5%
Q4 2021$15,773,000
-0.2%
313,010
+0.0%
0.98%
-18.4%
Q3 2021$15,807,000
+4.9%
312,970
+4.9%
1.20%
+4.2%
Q2 2021$15,072,000
+26.0%
298,336
+26.0%
1.16%
+13.4%
Q1 2021$11,959,000236,7211.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ACUTE INVESTMENT ADVISORY, LLC 840,540$42,346,40525.44%
Tempus Wealth Planning, LLC 695,089$35,018,60717.56%
Braun-Bostich & Associates Inc. 119,192$6,004,89311.20%
TFB Advisors LLC 134,270$6,764,5238.22%
Capital Advantage, Inc. 741,437$37,353,5918.01%
SIGNATUREFD, LLC 5,557,959$280,009,9507.29%
WIN ADVISORS, INC 266,749$13,438,8326.58%
Winthrop Advisory Group LLC 745,060$37,536,1446.16%
Diversified Portfolios, Inc. 635,087$31,995,6596.04%
Cynosure Group, LLC 369,524$18,616,5855.71%
View complete list of ISHARES TR shareholders