Klaas Financial Asset Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 88 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Klaas Financial Asset Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,712,174
-3.7%
91,689
+0.4%
0.61%
-2.1%
Q2 2023$2,816,278
-1.8%
91,289
-1.1%
0.63%
-5.4%
Q1 2023$2,869,247
+4.2%
92,311
+0.6%
0.66%
-3.1%
Q4 2022$2,753,579
+13.1%
91,786
-1.3%
0.68%
+10.5%
Q3 2022$2,435,000
-7.4%
93,035
+1.9%
0.62%
-5.1%
Q2 2022$2,631,000
-11.6%
91,311
+5.4%
0.65%
-4.7%
Q1 2022$2,975,000
-0.1%
86,606
+5.5%
0.68%
+1.6%
Q4 2021$2,978,000
+4.8%
82,070
+5.2%
0.67%
-2.9%
Q3 2021$2,841,000
+2.6%
77,992
+3.4%
0.69%
-0.4%
Q2 2021$2,769,000
+15.3%
75,427
+9.9%
0.70%
+4.0%
Q1 2021$2,401,000
-45.3%
68,628
-47.9%
0.67%
-29.3%
Q4 2020$4,386,000131,6480.95%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 416,430$12,317,9958.96%
WADDELL & ASSOCIATES, LLC 1,252,283$37,042,5355.42%
Intelligence Driven Advisers, LLC 794,151$22,598,5144.01%
AllGen Financial Advisors, Inc. 139,829$4,136,1422.94%
Financial Strategies Group, Inc. 193,059$5,575,5461.76%
RHS Financial, LLC 58,313$1,724,8991.21%
Richard P Slaughter Associates Inc 132,122$3,908,1681.04%
CGN Advisors LLC 237,533$7,026,2260.95%
McKinley Carter Wealth Services, Inc. 299,996$8,873,8900.71%
BEDEL FINANCIAL CONSULTING INC 106,957$3,163,7750.64%
View complete list of ISHARES TR shareholders