TSFG, 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
TSFG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,318
+0.2%
26,1690.0%0.47%
-4.1%
Q2 2023$1,316
-2.8%
26,169
-2.9%
0.49%
-2.4%
Q1 2023$1,354
+0.4%
26,9470.0%0.50%
-6.3%
Q4 2022$1,348
-99.9%
26,947
+14.2%
0.54%
-2.9%
Q3 2022$1,180,000
+4.9%
23,587
+4.9%
0.55%
+14.3%
Q2 2022$1,125,000
-0.3%
22,4870.0%0.48%
+18.1%
Q1 2022$1,128,000
-0.4%
22,4870.0%0.41%
+3.8%
Q4 2021$1,133,000
-19.5%
22,487
-19.3%
0.39%
-28.2%
Q3 2021$1,407,000
-17.2%
27,865
-17.1%
0.55%
-19.9%
Q2 2021$1,699,000
-3.4%
33,628
-3.4%
0.68%
-23.4%
Q1 2021$1,759,000
-21.1%
34,815
-21.1%
0.89%
-24.9%
Q4 2020$2,230,000
-12.5%
44,136
-12.5%
1.19%
-21.4%
Q3 2020$2,550,000
+10.2%
50,420
+10.2%
1.52%
-0.8%
Q2 2020$2,313,000
-12.6%
45,745
-13.6%
1.53%
-35.3%
Q1 2020$2,645,00052,9492.36%
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