FinTrust Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 299 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
FinTrust Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$25,000
+8.7%
3240.0%0.01%0.0%
Q3 2021$23,0000.0%3240.0%0.01%0.0%
Q2 2021$23,000
-37.8%
324
-38.9%
0.01%
-45.5%
Q1 2021$37,000
+12.1%
5300.0%0.01%
+10.0%
Q4 2020$33,000
+13.8%
5300.0%0.01%
+66.7%
Q3 2020$29,000
+3.6%
5300.0%0.01%
-45.5%
Q2 2020$28,000
-3.4%
530
-15.3%
0.01%
-21.4%
Q1 2020$29,000
-78.8%
626
-71.2%
0.01%
-74.5%
Q4 2019$137,000
-79.5%
2,174
-81.2%
0.06%
-75.9%
Q3 2019$668,000
-55.2%
11,551
-56.1%
0.23%
-61.7%
Q2 2019$1,490,000
-3.2%
26,303
-6.3%
0.60%
-7.6%
Q1 2019$1,539,000
-9.5%
28,074
-19.0%
0.64%
-22.9%
Q4 2018$1,701,00034,6420.84%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Tanglewood Legacy Advisors, LLC 496,529$37,050,97122.21%
SOUTHERN CAPITAL ADVISORS, LLC 274,989$20,519,67717.07%
Veracity Capital LLC 325,036$24,254,22211.25%
COREPATH WEALTH PARTNERS LLC 239,955$17,828,65310.75%
ForthRight Wealth Management, LLC 314,576$23,473,65310.12%
McGlone Suttner Wealth Management, Inc. 533,851$39,837,4959.23%
IRONWOOD WEALTH MANAGEMENT, INC. 207,381$15,221,7669.09%
HANTZ FINANCIAL SERVICES, INC. 364,080$27,1689.05%
STEVENS CAPITAL PARTNERS 149,062$11,123,0248.93%
ASPIRIANT, LLC 2,321,951$173,265,5768.87%
View complete list of ISHARES TR shareholders