Kerntke Otto McGlone Wealth Management Group - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 299 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Kerntke Otto McGlone Wealth Management Group ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$6,647,000
+24.4%
131,563
+24.4%
2.65%
-5.4%
Q1 2021$5,342,000
+66.5%
105,750
+66.5%
2.80%
+47.8%
Q4 2020$3,209,000
+253.4%
63,516
+253.6%
1.90%
+184.7%
Q3 2020$908,00017,9640.67%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Gateway Advisory, LLC 1,446,126$72,523,00019.71%
Tempus Wealth Planning, LLC 266,781$13,379,0009.51%
Eagle Bay Advisors LLC 214,191$10,741,0008.76%
Summit Wealth Group, LLC 166,642$8,357,0008.75%
SUN LIFE FINANCIAL INC 3,422,000$171,613,0007.93%
Winthrop Advisory Group LLC 708,761$35,544,0007.41%
Snider Financial Group 269,300$13,505,0006.14%
Roble, Belko & Company, Inc 590,181$29,598,0005.63%
SVB WEALTH LLC 7,787,019$390,519,0005.23%
SWM Advisors 130,586$6,549,0005.14%
View complete list of ISHARES TR shareholders