Beacon Pointe Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 87 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,111,294
-6.4%
341,829
-2.4%
0.13%
-28.4%
Q2 2023$10,803,513
-6.7%
350,195
-6.0%
0.18%
-10.7%
Q1 2023$11,575,347
+6.6%
372,409
+2.9%
0.20%
-6.6%
Q4 2022$10,860,164
+27.1%
362,006
+10.9%
0.21%
+10.5%
Q3 2022$8,543,000
-19.2%
326,550
-11.0%
0.19%
-14.3%
Q2 2022$10,570,000
-15.6%
366,938
+0.6%
0.22%
+29.7%
Q1 2022$12,527,000364,6790.17%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
RHS Financial, LLC 76,539$2,629,0001.94%
Smart Money Group LLC 54,398$1,869,0001.26%
ARGI Investment Services, LLC 966,741$33,208,0001.00%
BEAM WEALTH ADVISORS, INC. 24,855$854,0000.98%
SENTINEL PENSION ADVISORS INC 61,579$2,115,0000.72%
Klaas Financial Asset Advisors, LLC 86,606$2,975,0000.68%
CGN Advisors LLC 74,059$2,544,0000.63%
Baldrige Asset Management LLC 38,409$1,319,0000.54%
Trilogy Capital Inc. 156,133$5,363,0000.38%
ARBOR CAPITAL MANAGEMENT INC /ADV 9,909$341,0000.26%
View complete list of ISHARES TR shareholders