Coulter & Justus Financial Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 55 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Coulter & Justus Financial Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,317,995
+0.2%
416,430
+4.5%
8.96%
+7.4%
Q2 2023$12,288,938
+6.0%
398,345
+6.8%
8.34%
+10.3%
Q1 2023$11,589,011
+150.5%
372,848
+141.8%
7.56%
+140.6%
Q4 2022$4,625,700
+80.3%
154,190
+57.3%
3.14%
+57.5%
Q3 2022$2,565,000
+77.1%
98,004
+95.0%
2.00%
+71.4%
Q2 2022$1,448,000
+57.6%
50,247
+98.3%
1.16%
+61.2%
Q4 2021$919,00025,3400.72%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
RHS Financial, LLC 76,539$2,629,0001.94%
Smart Money Group LLC 54,398$1,869,0001.26%
ARGI Investment Services, LLC 966,741$33,208,0001.00%
BEAM WEALTH ADVISORS, INC. 24,855$854,0000.98%
SENTINEL PENSION ADVISORS INC 61,579$2,115,0000.72%
Klaas Financial Asset Advisors, LLC 86,606$2,975,0000.68%
CGN Advisors LLC 74,059$2,544,0000.63%
Baldrige Asset Management LLC 38,409$1,319,0000.54%
Trilogy Capital Inc. 156,133$5,363,0000.38%
ARBOR CAPITAL MANAGEMENT INC /ADV 9,909$341,0000.26%
View complete list of ISHARES TR shareholders