Glassman Wealth Services - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 412 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$63,751
-0.4%
1,2740.0%0.01%
-14.3%
Q3 2022$64,0000.0%1,2740.0%0.01%
+7.7%
Q2 2022$64,0000.0%1,2740.0%0.01%
+8.3%
Q1 2022$64,000
-8.6%
1,274
-8.5%
0.01%
-7.7%
Q4 2021$70,000
+1066.7%
1,393
+1070.6%
0.01%
+1200.0%
Q3 2021$6,0000.0%1190.0%0.00%0.0%
Q2 2021$6,0000.0%1190.0%0.00%0.0%
Q1 2021$6,0001190.00%
Other shareholders
ISHARES TR shareholders Q1 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