BCR Wealth Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 369 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
BCR Wealth Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,408
-22.9%
47,662
-22.9%
1.57%
-25.9%
Q1 2024$3,124
+57.1%
61,785
+56.5%
2.12%
+48.4%
Q4 2023$1,988
+33.2%
39,480
+33.2%
1.42%
+19.8%
Q3 2023$1,492
+15.4%
29,630
+15.2%
1.19%
+18.9%
Q2 2023$1,293
-14.3%
25,710
-14.4%
1.00%
-16.9%
Q1 2023$1,509
+42.8%
30,039
+42.1%
1.20%
+31.9%
Q4 2022$1,057
-99.9%
21,134
-9.0%
0.91%
-23.4%
Q3 2022$1,161,000
+2.0%
23,220
+2.1%
1.19%
+1.3%
Q2 2022$1,138,000
+31.4%
22,732
+31.7%
1.18%
+42.0%
Q1 2022$866,000
-8.2%
17,258
-7.8%
0.83%
-7.2%
Q4 2021$943,00018,7240.89%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ACUTE INVESTMENT ADVISORY, LLC 840,540$42,346,40525.44%
Tempus Wealth Planning, LLC 695,089$35,018,60717.56%
Braun-Bostich & Associates Inc. 119,192$6,004,89311.20%
TFB Advisors LLC 134,270$6,764,5238.22%
Capital Advantage, Inc. 741,437$37,353,5918.01%
SIGNATUREFD, LLC 5,557,959$280,009,9507.29%
WIN ADVISORS, INC 266,749$13,438,8326.58%
Winthrop Advisory Group LLC 745,060$37,536,1446.16%
Diversified Portfolios, Inc. 635,087$31,995,6596.04%
Cynosure Group, LLC 369,524$18,616,5855.71%
View complete list of ISHARES TR shareholders