Claraphi Advisory Network, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 374 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Claraphi Advisory Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$799,000
+34.5%
15,969
+35.5%
0.28%
+35.7%
Q4 2021$594,000
+61.0%
11,786
+61.6%
0.21%
+54.5%
Q3 2020$369,000
-3.9%
7,292
-4.1%
0.13%
-18.3%
Q2 2020$384,000
+27.2%
7,604
+25.6%
0.16%
+14.7%
Q1 2020$302,0006,0540.14%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Pacific Center for Financial Services 840,953$42,519,00020.95%
SEARCY FINANCIAL SERVICES INC /ADV 355,742$17,986,00014.99%
Winthrop Advisory Group LLC 630,814$31,869,00011.25%
Bogart Wealth, LLC 842,488$42,596,00010.01%
Baystate Wealth Management LLC 1,352,771$68,396,0008.01%
MV CAPITAL MANAGEMENT, INC. 634,128$32,062,0007.55%
Seven Springs Wealth Group, LLC 229,473$11,602,0007.39%
Capital Advantage, Inc. 361,350$18,270,0006.49%
HENGEHOLD CAPITAL MANAGEMENT LLC 586,439$29,650,0005.26%
Heritage Wealth Advisors 699,767$35,408,008,0004.95%
View complete list of ISHARES TR shareholders