Cassady Schiller Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 125 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$53,094
-1.2%
3000.0%0.03%0.0%
Q2 2023$53,733
+2.2%
3000.0%0.03%
+16.0%
Q1 2023$52,583
-5.8%
3000.0%0.02%
-26.5%
Q4 2022$55,839
-6.9%
3000.0%0.03%
-5.6%
Q4 2021$60,0003000.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
CHEMUNG CANAL TRUST CO 18,392$3,118,0000.78%
Financial Management Professionals, Inc. 15,147$2,568,0000.59%
CAHILL FINANCIAL ADVISORS INC 7,057$1,197,0000.25%
Family Firm, Inc. 3,858$654,0000.21%
AFT, FORSYTH & COMPANY, INC. 1,344$228,0000.20%
Asset Management Group, Inc. 4,040$685,0000.17%
MBL Wealth, LLC 3,082$5230.11%
Institute for Wealth Management, LLC. 2,871$487,0000.11%
Raab & Moskowitz Asset Management LLC 1,537$260,0000.11%
PATTEN & PATTEN INC/TN 5,978$1,014,0000.10%
View complete list of ISHARES TR shareholders