Chicago Partners Investment Group LLC - ISHARES TR ownership

ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 55 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$682,037
-10.8%
24,4370.0%0.04%
-7.5%
Q2 2023$764,389
-1.2%
24,4370.0%0.04%
-11.1%
Q1 2023$773,453
-3.0%
24,437
-2.5%
0.04%
-8.2%
Q4 2022$797,523
+14.8%
25,054
+2.5%
0.05%
-2.0%
Q3 2022$695,000
-7.9%
24,4370.0%0.05%
-9.1%
Q2 2022$755,000
+0.1%
24,4370.0%0.06%
-5.2%
Q1 2022$754,000
-10.0%
24,4370.0%0.06%
-1.7%
Q4 2021$838,000
-8.3%
24,4370.0%0.06%
-7.8%
Q3 2021$914,000
-50.1%
24,437
-50.0%
0.06%
-5.9%
Q2 2021$1,832,000
+103.1%
48,874
+100.0%
0.07%
-8.1%
Q1 2021$902,000
+7.8%
24,4370.0%0.07%
-6.3%
Q4 2020$837,000
+14.8%
24,4370.0%0.08%
-8.1%
Q3 2020$729,000
+2.7%
24,4370.0%0.09%
-3.4%
Q2 2020$710,000
+19.3%
24,4370.0%0.09%
-3.3%
Q1 2020$595,000
-23.5%
24,4370.0%0.09%
-4.2%
Q4 2019$778,000
+8.7%
24,4370.0%0.10%
-5.0%
Q3 2019$716,000
+0.6%
24,4370.0%0.10%
-1.0%
Q2 2019$712,000
-0.8%
24,4370.0%0.10%
-3.8%
Q1 2019$718,000
-22.8%
24,437
-28.3%
0.11%
-23.2%
Q4 2018$930,00034,0660.14%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 416,430$12,317,9958.96%
WADDELL & ASSOCIATES, LLC 1,252,283$37,042,5355.42%
Intelligence Driven Advisers, LLC 794,151$22,598,5144.01%
AllGen Financial Advisors, Inc. 139,829$4,136,1422.94%
Financial Strategies Group, Inc. 193,059$5,575,5461.76%
RHS Financial, LLC 58,313$1,724,8991.21%
Richard P Slaughter Associates Inc 132,122$3,908,1681.04%
CGN Advisors LLC 237,533$7,026,2260.95%
McKinley Carter Wealth Services, Inc. 299,996$8,873,8900.71%
BEDEL FINANCIAL CONSULTING INC 106,957$3,163,7750.64%
View complete list of ISHARES TR shareholders