Foresight Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 234 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Foresight Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$208,000
-23.8%
4,108
-23.9%
0.07%
-43.5%
Q2 2020$273,000
+21.3%
5,396
+19.9%
0.12%
-20.0%
Q1 2020$225,000
-0.9%
4,502
-0.1%
0.16%
+10.7%
Q4 2019$227,0004,5070.14%
Other shareholders
ISHARES TR shareholders Q2 2020
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