FOCUS Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 406 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
FOCUS Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$519,619
-91.1%
10,314
-91.1%
0.36%
-90.9%
Q2 2023$5,825,243
+70.6%
115,810
+70.5%
3.94%
+75.7%
Q1 2023$3,414,086
-0.3%
67,942
-0.7%
2.24%
-5.3%
Q4 2022$3,423,086
+4.8%
68,407
+4.8%
2.37%
+2.3%
Q3 2022$3,265,00065,2812.31%
Other shareholders
ISHARES TR shareholders Q3 2022
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