Precision Wealth Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 374 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Precision Wealth Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$2,342,000
-37.7%
46,481
-37.6%
1.69%
-42.0%
Q3 2021$3,762,000
+38.2%
74,481
+38.2%
2.91%
+24.2%
Q2 2021$2,723,000
-3.1%
53,902
-3.1%
2.34%
-13.4%
Q1 2021$2,811,00055,6392.70%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Pacific Center for Financial Services 895,692$45,250,00016.75%
Private Wealth Advisors, LLC 765,692$38,698,00013.37%
SP Asset Management 1,446,971$73,101,00010.07%
AGILIS PARTNERS LLC 369,566$18,670,0008.76%
Winthrop Advisory Group LLC 659,354$33,311,0008.71%
SEARCY FINANCIAL SERVICES INC /ADV 283,116$14,303,0008.55%
MV CAPITAL MANAGEMENT, INC. 825,255$41,692,0007.90%
Bogart Wealth, LLC 630,145$31,834,0005.91%
Seven Springs Wealth Group, LLC 224,209$11,327,0005.85%
HORIZON FINANCIAL SERVICES, LLC 118,421$5,983,0005.42%
View complete list of ISHARES TR shareholders