Alley Investment Management Company, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 409 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Alley Investment Management Company, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$384,786
-0.1%
7,6150.0%0.05%0.0%
Q1 2024$385,014
-69.2%
7,615
-69.3%
0.05%
-70.9%
Q4 2023$1,248,827
+274.7%
24,798
+274.9%
0.18%
+219.3%
Q3 2023$333,264
-96.0%
6,615
-96.0%
0.06%
-95.8%
Q2 2023$8,355,383
-16.2%
166,111
-16.3%
1.35%
-19.0%
Q1 2023$9,972,665
+63505.2%
198,461
-36.7%
1.66%
-38.3%
Q4 2022$15,679
-99.6%
313,320
+251.2%
2.70%
+202.8%
Q3 2022$4,462,00089,2250.89%
Other shareholders
ISHARES TR shareholders Q3 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