KMG FIDUCIARY PARTNERS, 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
KMG FIDUCIARY PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$205,0000.0%4,090
+0.1%
0.04%
+15.2%
Q1 2022$205,000
-0.5%
4,084
+0.0%
0.03%
+3.1%
Q4 2021$206,000
-26.7%
4,082
-26.7%
0.03%
-33.3%
Q3 2021$281,0000.0%5,567
+0.1%
0.05%
-4.0%
Q2 2021$281,000
-15.1%
5,564
-15.1%
0.05%
-23.1%
Q1 2021$331,000
-13.4%
6,550
-13.3%
0.06%
-19.8%
Q4 2020$382,0007,5580.08%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
ACUTE INVESTMENT ADVISORY, LLC 840,540$42,346,40525.44%
Tempus Wealth Planning, LLC 695,089$35,018,60717.56%
Braun-Bostich & Associates Inc. 119,192$6,004,89311.20%
TFB Advisors LLC 134,270$6,764,5238.22%
Capital Advantage, Inc. 741,437$37,353,5918.01%
SIGNATUREFD, LLC 5,557,959$280,009,9507.29%
WIN ADVISORS, INC 266,749$13,438,8326.58%
Winthrop Advisory Group LLC 745,060$37,536,1446.16%
Diversified Portfolios, Inc. 635,087$31,995,6596.04%
Cynosure Group, LLC 369,524$18,616,5855.71%
View complete list of ISHARES TR shareholders