CAROLINAS WEALTH CONSULTING LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 367 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$82,061
-97.4%
1,628
-97.4%
0.02%
-96.8%
Q2 2023$3,123,666
-18.8%
62,101
-18.8%
0.62%
-24.3%
Q1 2023$3,844,633
-32.4%
76,510
-32.7%
0.82%
-36.4%
Q4 2022$5,688,900
-2.2%
113,687
-2.3%
1.29%
-12.5%
Q3 2022$5,817,000
+4.4%
116,318
+4.5%
1.47%
+6.3%
Q2 2022$5,570,000
+24.1%
111,304
+24.3%
1.38%
+39.5%
Q1 2022$4,489,000
+191.1%
89,520
+192.6%
0.99%
+195.2%
Q4 2021$1,542,000
+14.7%
30,599
+15.0%
0.34%
+7.3%
Q3 2021$1,344,000
+36.7%
26,603
+36.7%
0.31%
+44.9%
Q2 2021$983,000
+363.7%
19,465
+363.3%
0.22%
+315.4%
Q1 2021$212,000
+292.6%
4,201
+292.6%
0.05%
+246.7%
Q4 2020$54,0000.0%1,070
+0.2%
0.02%
-16.7%
Q3 2020$54,0000.0%1,068
+0.2%
0.02%
-14.3%
Q2 2020$54,0001,0660.02%
Other shareholders
ISHARES TR shareholders Q1 2022
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