CERTUITY, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 162 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
CERTUITY, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$401,025
-9.7%
7,960
-9.8%
0.05%
-6.0%
Q2 2023$443,929
-0.3%
8,826
-0.4%
0.05%
-24.2%
Q1 2023$445,174
+0.9%
8,859
+0.5%
0.07%
-5.7%
Q4 2022$441,100
+0.0%
8,815
+0.1%
0.07%
-31.4%
Q3 2022$441,000
-50.1%
8,809
-50.1%
0.10%
-55.7%
Q2 2022$883,000
-71.2%
17,642
-71.1%
0.23%
-65.2%
Q1 2022$3,065,000
-12.6%
61,120
-12.2%
0.66%
-12.1%
Q4 2021$3,506,000
-15.3%
69,586
-15.1%
0.75%
-9.0%
Q3 2021$4,138,000
+9.5%
81,939
+9.6%
0.83%
-5.3%
Q2 2021$3,778,000
-2.4%
74,781
-2.3%
0.87%
-16.0%
Q1 2021$3,869,000
-10.0%
76,580
-10.0%
1.04%
-25.0%
Q4 2020$4,301,000
+50.2%
85,130
+50.3%
1.38%
+22.5%
Q3 2020$2,864,000
+17.0%
56,641
+17.0%
1.13%
-0.8%
Q2 2020$2,447,000
+46.5%
48,398
+44.7%
1.14%
+23.0%
Q1 2020$1,670,000
+51.5%
33,436
+52.7%
0.93%
+75.7%
Q4 2019$1,102,00021,8970.53%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Pacific Center for Financial Services 840,953$42,519,00020.95%
SEARCY FINANCIAL SERVICES INC /ADV 355,742$17,986,00014.99%
Winthrop Advisory Group LLC 630,814$31,869,00011.25%
Bogart Wealth, LLC 842,488$42,596,00010.01%
Baystate Wealth Management LLC 1,352,771$68,396,0008.01%
MV CAPITAL MANAGEMENT, INC. 634,128$32,062,0007.55%
Seven Springs Wealth Group, LLC 229,473$11,602,0007.39%
Capital Advantage, Inc. 361,350$18,270,0006.49%
HENGEHOLD CAPITAL MANAGEMENT LLC 586,439$29,650,0005.26%
Heritage Wealth Advisors 699,767$35,408,008,0004.95%
View complete list of ISHARES TR shareholders