Elmwood Wealth Management, Inc. - 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
Elmwood Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$201,000
+0.4%
4,0000.0%0.10%
-5.0%
Q4 2022$200,160
-0.4%
4,0000.0%0.10%
-2.9%
Q1 2022$201,000
-0.5%
4,0000.0%0.10%
+7.3%
Q4 2021$202,0000.0%4,0000.0%0.10%
-9.4%
Q2 2021$202,0000.0%4,0000.0%0.11%
-13.8%
Q1 2021$202,0000.0%4,0000.0%0.12%
-25.0%
Q3 2020$202,0000.0%4,0000.0%0.16%0.0%
Q2 2020$202,000
-99.9%
4,0000.0%0.16%
-14.6%
Q1 2020$200,440,000
+99621.4%
4,0000.0%0.19%
+9.7%
Q4 2019$201,000
-0.5%
4,0000.0%0.18%
-14.2%
Q3 2019$202,0000.0%4,0000.0%0.20%
+14.0%
Q2 2019$202,000
+0.5%
4,0000.0%0.18%
-3.8%
Q1 2019$201,000
+0.5%
4,0000.0%0.19%
-3.6%
Q4 2018$200,000
-99.9%
4,0000.0%0.19%
+15.6%
Q3 2018$200,720,000
+0.0%
4,0000.0%0.17%
-8.2%
Q2 2018$200,620,000
+0.1%
4,0000.0%0.18%
-5.2%
Q1 2018$200,440,0004,0000.19%
Other shareholders
ISHARES TR shareholders Q4 2021
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