Wells Financial Advisors INC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 448 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Wells Financial Advisors INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,137,278
-2.2%
22,574
-2.4%
0.88%
+0.7%
Q2 2023$1,163,137
-73.9%
23,124
-73.9%
0.88%
-75.3%
Q1 2023$4,457,376
+0.3%
88,704
-0.2%
3.55%
-3.5%
Q4 2022$4,445,55488,8403.68%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Tempus Wealth Planning, LLC 639,913$32,155,64915.72%
Capital Advantage, Inc. 830,770$41,646,4998.86%
SIGNATUREFD, LLC 5,243,559$263,488,8297.19%
Winthrop Advisory Group LLC 717,310$36,044,8036.36%
Bell Investment Advisors, Inc 532,337$26,749,9396.26%
Clearwater Capital Advisors, LLC 902,925$45,371,9985.54%
Baystate Wealth Management LLC 1,170,206$58,802,9005.12%
SVB WEALTH LLC 6,339,061$318,537,7934.45%
First International Bank & Trust 259,694$13,049,6244.32%
Snider Financial Group 159,482$8,013,9554.27%
View complete list of ISHARES TR shareholders