Arkadios Wealth Advisors - 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
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$34,0000.0%6750.0%0.01%
+25.0%
Q2 2021$34,000
-17.1%
675
-18.2%
0.00%
-42.9%
Q1 2021$41,0000.0%8250.0%0.01%
-22.2%
Q4 2020$41,000
-99.9%
825
-42.7%
0.01%
-75.7%
Q3 2020$72,792,000
+188.1%
1,440
+188.0%
0.04%
+164.3%
Q2 2020$25,265,000
+405.8%
500
+400.0%
0.01%
+366.7%
Q1 2020$4,995,000
-88.7%
100
-88.6%
0.00%
-88.5%
Q4 2019$44,118,0008750.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Tempus Wealth Planning, LLC 639,913$32,155,64915.72%
Capital Advantage, Inc. 830,770$41,646,4998.86%
SIGNATUREFD, LLC 5,243,559$263,488,8297.19%
Winthrop Advisory Group LLC 717,310$36,044,8036.36%
Bell Investment Advisors, Inc 532,337$26,749,9396.26%
Clearwater Capital Advisors, LLC 902,925$45,371,9985.54%
Baystate Wealth Management LLC 1,170,206$58,802,9005.12%
SVB WEALTH LLC 6,339,061$318,537,7934.45%
First International Bank & Trust 259,694$13,049,6244.32%
Snider Financial Group 159,482$8,013,9554.27%
View complete list of ISHARES TR shareholders