Tradition Wealth Management, LLC - 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
Tradition Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$118
-14.5%
2,348
-14.6%
0.01%
-12.5%
Q2 2023$138
-2.1%
2,751
-2.2%
0.02%
-11.1%
Q1 2023$1410.0%2,812
+0.1%
0.02%
-10.0%
Q4 2022$141
-99.9%
2,809
-8.6%
0.02%
-13.0%
Q3 2022$154,000
-16.3%
3,072
-16.6%
0.02%
-14.8%
Q2 2022$184,000
-10.7%
3,684
-10.5%
0.03%
+3.8%
Q1 2022$206,000
-47.8%
4,114
-47.5%
0.03%
-48.0%
Q4 2021$395,000
-32.7%
7,831
-32.6%
0.05%
-40.5%
Q3 2021$587,000
-7.7%
11,620
-7.7%
0.08%
-11.6%
Q2 2021$636,000
-81.7%
12,583
-81.7%
0.10%
-84.2%
Q1 2021$3,474,000
+35.5%
68,756
+35.5%
0.60%
+20.9%
Q4 2020$2,563,00050,7300.50%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
ACUTE INVESTMENT ADVISORY, LLC 840,540$42,346,40525.44%
Tempus Wealth Planning, LLC 695,089$35,018,60717.56%
Braun-Bostich & Associates Inc. 119,192$6,004,89311.20%
TFB Advisors LLC 134,270$6,764,5238.22%
Capital Advantage, Inc. 741,437$37,353,5918.01%
SIGNATUREFD, LLC 5,557,959$280,009,9507.29%
WIN ADVISORS, INC 266,749$13,438,8326.58%
Winthrop Advisory Group LLC 745,060$37,536,1446.16%
Diversified Portfolios, Inc. 635,087$31,995,6596.04%
Cynosure Group, LLC 369,524$18,616,5855.71%
View complete list of ISHARES TR shareholders