Waverly Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 65 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,009,746
-4.9%
34,136
-0.8%
0.04%
-6.4%
Q2 2023$1,061,798
-1.3%
34,418
-0.6%
0.05%
-16.1%
Q1 2023$1,076,068
+3.6%
34,620
-0.0%
0.06%
-3.4%
Q4 2022$1,038,622
+69.7%
34,621
+48.0%
0.06%
+34.9%
Q3 2022$612,000
+67.7%
23,392
+84.4%
0.04%
+30.3%
Q2 2022$365,000
+78.9%
12,686
+113.3%
0.03%
+94.1%
Q1 2022$204,000
-59.8%
5,947
-59.5%
0.02%
-61.4%
Q4 2021$508,00014,6750.04%
Other shareholders
ISHARES TR shareholders Q2 2022
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