Stonebridge Capital Advisors LLC - 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
Stonebridge Capital Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$100,760
+93.7%
2,000
+93.4%
0.01%
+83.3%
Q2 2023$52,010
-61.4%
1,034
-61.5%
0.01%
-60.0%
Q1 2023$134,871
+1.7%
2,684
+1.3%
0.02%
-6.2%
Q4 2022$132,606
+95.0%
2,650
+96.3%
0.02%
+77.8%
Q3 2022$68,0001,3500.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Gateway Advisory, LLC 945,549$47,646,00010.16%
Summit Wealth Group, LLC 134,789$6,792,0007.74%
Tempus Wealth Planning, LLC 274,575$13,836,0007.46%
Winthrop Advisory Group LLC 670,723$33,798,0006.79%
SUN LIFE FINANCIAL INC 3,422,000$172,435,0006.40%
Roble, Belko & Company, Inc 633,150$31,904,0005.99%
Snider Financial Group 270,936$13,652,0005.79%
Eagle Bay Advisors LLC 176,561$8,985,0005.73%
Bell Investment Advisors, Inc 404,641$20,390,0005.59%
Magnolia Wealth Management, LLC 107,931$5,439,0005.57%
View complete list of ISHARES TR shareholders