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

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 518 filers reported holding ISHARES TR in Q4 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 Q4 2022
NameSharesValueWeighting ↓
Firestone Capital Management 624,520$34,086,00012.95%
First Ascent Asset Management, LLC 530,884$28,976,00012.20%
Marshall Financial Group, LLC 234,280$12,787,0008.34%
Wilshire Advisors LLC 132,625$7,239,0006.87%
R. W. Roge & Company, Inc. 167,443$9,139,0006.66%
JACOBSON & SCHMITT ADVISORS, LLC 338,421$18,471,0006.28%
CORRADO ADVISORS, LLC 142,386$7,771,0005.98%
AGILIS PARTNERS LLC 194,019$10,590,0004.97%
Old North State Trust, LLC 108,344$5,913,0004.57%
CALTON & ASSOCIATES, INC. 464,657$25,361,0004.53%
View complete list of ISHARES TR shareholders