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 ↓
Pacific Center for Financial Services 840,953$42,519,00020.95%
SEARCY FINANCIAL SERVICES INC /ADV 355,742$17,986,00014.99%
Winthrop Advisory Group LLC 630,814$31,869,00011.25%
Bogart Wealth, LLC 842,488$42,596,00010.01%
Baystate Wealth Management LLC 1,352,771$68,396,0008.01%
MV CAPITAL MANAGEMENT, INC. 634,128$32,062,0007.55%
Seven Springs Wealth Group, LLC 229,473$11,602,0007.39%
Capital Advantage, Inc. 361,350$18,270,0006.49%
HENGEHOLD CAPITAL MANAGEMENT LLC 586,439$29,650,0005.26%
Heritage Wealth Advisors 699,767$35,408,008,0004.95%
View complete list of ISHARES TR shareholders