SRS Capital Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 401 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$777,112
+0.2%
15,4250.0%0.10%
-2.0%
Q2 2023$775,878
-12.3%
15,425
-12.4%
0.10%
-15.4%
Q1 2023$884,652
-24.5%
17,605
-24.8%
0.12%
-27.8%
Q4 2022$1,171,937
+0.1%
23,4200.0%0.16%
-12.4%
Q3 2022$1,171,00023,4200.18%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Tempus Wealth Planning, LLC 639,913$32,155,64915.72%
Capital Advantage, Inc. 830,770$41,646,4998.86%
SIGNATUREFD, LLC 5,243,559$263,488,8297.19%
Winthrop Advisory Group LLC 717,310$36,044,8036.36%
Bell Investment Advisors, Inc 532,337$26,749,9396.26%
Clearwater Capital Advisors, LLC 902,925$45,371,9985.54%
Baystate Wealth Management LLC 1,170,206$58,802,9005.12%
SVB WEALTH LLC 6,339,061$318,537,7934.45%
First International Bank & Trust 259,694$13,049,6244.32%
Snider Financial Group 159,482$8,013,9554.27%
View complete list of ISHARES TR shareholders