SC&H Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
SC&H Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,114,801
-3.1%
25,502
+0.8%
0.37%
-2.4%
Q2 2023$1,150,295
-0.7%
25,298
+0.8%
0.38%
-10.0%
Q1 2023$1,158,533
+3.2%
25,104
+0.5%
0.42%
-9.2%
Q4 2022$1,122,408
+31.1%
24,981
+44.9%
0.46%
+14.3%
Q1 2022$856,00017,2400.41%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 465,104$24,748,00010.87%
Firestone Capital Management 601,137$32,155,00010.64%
First Ascent Asset Management, LLC 899,864$47,909,00010.64%
Williams Financial, LLC 209,495$11,154,0009.65%
R. W. Roge & Company, Inc. 267,725$14,176,0008.40%
MCMORGAN & CO LLC 778,751$41,461,0008.32%
ONE Advisory Partners, LLC 237,025$12,619,0007.83%
High Falls Advisors, Inc 540,099$28,755,0007.81%
SigFig Wealth Management, LLC 2,595,464$138,183,0006.93%
JACOBSON & SCHMITT ADVISORS, LLC 465,331$24,774,0006.83%
View complete list of ISHARES TR shareholders