Guidance Point Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 334 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Guidance Point Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$14,000
-98.3%
277
-98.3%
0.01%
-98.6%
Q1 2021$842,000
-21.9%
16,676
-21.9%
0.35%
-29.5%
Q4 2020$1,078,000
-31.6%
21,354
-31.5%
0.50%
-43.0%
Q3 2020$1,577,000
-0.1%
31,192
-0.1%
0.87%
-0.9%
Q2 2020$1,578,00031,2120.88%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Gateway Advisory, LLC 945,549$47,646,00010.16%
Summit Wealth Group, LLC 134,789$6,792,0007.74%
Tempus Wealth Planning, LLC 274,575$13,836,0007.46%
Winthrop Advisory Group LLC 670,723$33,798,0006.79%
SUN LIFE FINANCIAL INC 3,422,000$172,435,0006.40%
Roble, Belko & Company, Inc 633,150$31,904,0005.99%
Snider Financial Group 270,936$13,652,0005.79%
Eagle Bay Advisors LLC 176,561$8,985,0005.73%
Bell Investment Advisors, Inc 404,641$20,390,0005.59%
Magnolia Wealth Management, LLC 107,931$5,439,0005.57%
View complete list of ISHARES TR shareholders