WealthStone, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 299 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
WealthStone, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$299,000
-0.3%
5,9320.0%0.10%
-1.9%
Q4 2020$300,0000.0%5,9320.0%0.11%
-22.6%
Q3 2020$300,000
-99.9%
5,932
-25.0%
0.14%
-28.3%
Q2 2020$399,930,0007,9100.19%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Pacific Center for Financial Services 895,692$45,250,00016.75%
Private Wealth Advisors, LLC 765,692$38,698,00013.37%
SP Asset Management 1,446,971$73,101,00010.07%
AGILIS PARTNERS LLC 369,566$18,670,0008.76%
Winthrop Advisory Group LLC 659,354$33,311,0008.71%
SEARCY FINANCIAL SERVICES INC /ADV 283,116$14,303,0008.55%
MV CAPITAL MANAGEMENT, INC. 825,255$41,692,0007.90%
Bogart Wealth, LLC 630,145$31,834,0005.91%
Seven Springs Wealth Group, LLC 224,209$11,327,0005.85%
HORIZON FINANCIAL SERVICES, LLC 118,421$5,983,0005.42%
View complete list of ISHARES TR shareholders