Kathleen S. Wright Associates Inc. - ISHARES TR ownership

ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Kathleen S. Wright Associates Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,200
-4.1%
1420.0%0.00%
-33.3%
Q2 2023$4,381
-0.7%
1420.0%0.00%0.0%
Q1 2023$4,414
+10.4%
1420.0%0.00%0.0%
Q4 2022$4,0000.0%1420.0%0.00%0.0%
Q3 2022$4,0000.0%1420.0%0.00%0.0%
Q2 2022$4,0000.0%142
+17.4%
0.00%0.0%
Q1 2022$4,0000.0%1210.0%0.00%0.0%
Q4 2021$4,0001210.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
WADDELL & ASSOCIATES, LLC 723,168$18,925,0003.66%
Coulter & Justus Financial Services, LLC 98,004$2,565,0002.00%
ARGI Investment Services, LLC 1,003,290$26,256,0000.92%
CGN Advisors LLC 122,773$3,213,0000.81%
Beaird Harris Wealth Management, LLC 139,401$3,648,0000.80%
FINANCIAL MANAGEMENT NETWORK INC 58,212$1,617,0000.80%
RHS Financial, LLC 32,279$845,0000.75%
Klaas Financial Asset Advisors, LLC 93,035$2,435,0000.62%
SENTINEL PENSION ADVISORS INC 57,396$1,502,0000.52%
Bedel Financial Consulting, Inc. 65,093$1,853,0000.49%
View complete list of ISHARES TR shareholders