Biltmore Capital Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Biltmore Capital Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$593,000
-8.9%
11,761
-8.8%
0.10%
-17.5%
Q3 2021$651,000
+0.9%
12,893
+1.0%
0.12%
+1.7%
Q2 2021$645,000
+20.8%
12,764
+20.7%
0.12%
+1.7%
Q1 2021$534,000
+59.4%
10,572
+59.2%
0.12%
+26.1%
Q4 2020$335,0006,6390.09%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Winthrop Advisory Group LLC 713,372$35,874,00014.20%
Pacific Center for Financial Services 530,652$26,740,00013.09%
Capital Advantage, Inc. 732,690$36,920,00012.78%
Sand Hill Global Advisors, LLC 2,632,158$132,634,00012.44%
Gateway Advisory, LLC 694,110$34,976,00011.86%
SEARCY FINANCIAL SERVICES INC /ADV 307,014$15,470,00011.46%
Retirement Planning Group, LLC 954,798$48,112,00010.18%
RETIREMENT CAPITAL STRATEGIES 188,722$9,510,0004.78%
OPUS INVESTMENT MANAGEMENT INC 500,000$25,195,0004.38%
Pasadena Private Wealth, LLC 169,209$8,526,0003.93%
View complete list of ISHARES TR shareholders