Annapolis Financial Services, 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
Annapolis Financial Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$20,152
+0.2%
4000.0%0.01%0.0%
Q2 2023$20,120
+302.4%
400
+288.3%
0.01%
+200.0%
Q1 2022$5,0000.0%1030.0%0.00%0.0%
Q4 2021$5,0000.0%1030.0%0.00%0.0%
Q3 2021$5,0000.0%1030.0%0.00%0.0%
Q2 2021$5,0000.0%1030.0%0.00%0.0%
Q1 2021$5,0000.0%103
+1.0%
0.00%0.0%
Q4 2020$5,0001020.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Gateway Advisory, LLC 1,439,754$72,045,00030.68%
Rain Capital Management, LLC 431,762$21,605,00015.53%
PEAK FINANCIAL ADVISORS LLC 284,360$14,229,00014.09%
Tempus Wealth Planning, LLC 242,157$12,118,0009.96%
Summit Wealth Group, LLC 151,852$7,599,0008.98%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 212,950$10,656,0008.77%
Capital Advantage, Inc. 732,249$36,642,0008.08%
Winthrop Advisory Group LLC 667,336$33,394,0007.84%
FOSTER DYKEMA CABOT & CO INC/MA 1,167,639$58,429,0007.21%
Doyle Wealth Management 1,752,218$87,681,0007.08%
View complete list of ISHARES TR shareholders