Stonehage Fleming Financial Services Holdings Ltd - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 72 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Stonehage Fleming Financial Services Holdings Ltd ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$284,900
-38.8%
14,000
-30.0%
0.02%
-16.7%
Q1 2023$465,400
-7.5%
20,0000.0%0.03%
-21.1%
Q4 2022$503,400
-36.4%
20,000
-33.3%
0.04%
-37.7%
Q3 2022$791,000
-8.8%
30,0000.0%0.06%
+74.3%
Q2 2022$867,000
-3.1%
30,000
+15.4%
0.04%
+25.0%
Q1 2022$895,000
-4.9%
26,000
+20.9%
0.03%
+7.7%
Q4 2021$941,00021,5000.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 172,534$8,977,0003.42%
STRATEGIC WEALTH MANAGEMENT INC 40,772$2,121,0001.14%
Sharkey, Howes & Javer 64,027$3,331,0000.88%
Wharton Business Group, LLC 162,890$8,475,0000.66%
Congress Park Capital LLC 21,780$1,133,0000.57%
Wolf Group Capital Advisors 16,789$874,0000.47%
TCG Advisory Services, LLC 29,516$1,536,0000.41%
Wealthcare Advisory Partners LLC 109,762$5,711,0000.38%
BAKER TILLY WEALTH MANAGEMENT, LLC 22,450$1,168,0000.19%
Mayflower Financial Advisors, LLC 16,201$843,0000.12%
View complete list of ISHARES TR shareholders