CBIZ Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 402 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CBIZ Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$6,269
-99.7%
124
-99.7%
0.00%
-100.0%
Q1 2023$2,179,594
+5.0%
43,375
+4.6%
0.19%
-76.4%
Q4 2022$2,075,209
-4.1%
41,471
-4.2%
0.81%
-62.8%
Q3 2022$2,164,000
-3.2%
43,281
-3.1%
2.17%
+960.5%
Q2 2022$2,235,000
-1.5%
44,672
-0.7%
0.20%
+15.8%
Q4 2021$2,268,000
+9.8%
45,009
+10.1%
0.18%
+2.3%
Q3 2021$2,066,000
+0.7%
40,897
+0.7%
0.17%
-1.1%
Q2 2021$2,051,00040,5950.18%
Other shareholders
ISHARES TR shareholders Q1 2024
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