ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 87 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $545,983 | -10.8% | 18,458 | -7.0% | 0.04% | -10.0% |
Q2 2023 | $612,151 | +0.7% | 19,843 | +1.5% | 0.04% | -4.8% |
Q1 2023 | $607,595 | +103585.2% | 19,548 | +0.1% | 0.04% | +2.4% |
Q4 2022 | $586 | -99.9% | 19,535 | +39.0% | 0.04% | +24.2% |
Q1 2022 | $482,000 | -31.6% | 14,054 | -27.8% | 0.03% | -34.0% |
Q4 2021 | $705,000 | – | 19,456 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Coulter & Justus Financial Services, LLC | 416,430 | $12,317,995 | 8.96% |
WADDELL & ASSOCIATES, LLC | 1,252,283 | $37,042,535 | 5.42% |
Intelligence Driven Advisers, LLC | 794,151 | $22,598,514 | 4.01% |
AllGen Financial Advisors, Inc. | 139,829 | $4,136,142 | 2.94% |
Financial Strategies Group, Inc. | 193,059 | $5,575,546 | 1.76% |
RHS Financial, LLC | 58,313 | $1,724,899 | 1.21% |
Richard P Slaughter Associates Inc | 132,122 | $3,908,168 | 1.04% |
CGN Advisors LLC | 237,533 | $7,026,226 | 0.95% |
McKinley Carter Wealth Services, Inc. | 299,996 | $8,873,890 | 0.71% |
BEDEL FINANCIAL CONSULTING INC | 106,957 | $3,163,775 | 0.64% |