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

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

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 2023
NameSharesValueWeighting ↓
Firestone Capital Management 608,771$33,105,00014.82%
First Ascent Asset Management, LLC 453,932$24,685,00013.39%
Old North State Trust, LLC 231,663$12,598,0008.48%
Wilshire Advisors LLC 129,954$7,067,0007.19%
CORRADO ADVISORS, LLC 153,578$8,351,0006.94%
JACOBSON & SCHMITT ADVISORS, LLC 326,026$17,729,0006.75%
R. W. Roge & Company, Inc. 160,828$8,749,0006.73%
Karp Capital Management Corp 316,474$17,210,0004.21%
Clearshares LLC 88,518$4,814,0004.17%
AGILIS PARTNERS LLC 194,581$10,581,0003.97%
View complete list of ISHARES TR shareholders