Strata Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 412 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Strata Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$844,621
-30.5%
16,765
-30.7%
0.41%
-35.2%
Q1 2023$1,215,849
-12.1%
24,196
-12.5%
0.63%
-18.1%
Q4 2022$1,383,50627,6480.77%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Gateway Advisory, LLC 1,439,754$72,045,00030.68%
Rain Capital Management, LLC 431,762$21,605,00015.53%
PEAK FINANCIAL ADVISORS LLC 284,360$14,229,00014.09%
Tempus Wealth Planning, LLC 242,157$12,118,0009.96%
Summit Wealth Group, LLC 151,852$7,599,0008.98%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 212,950$10,656,0008.77%
Capital Advantage, Inc. 732,249$36,642,0008.08%
Winthrop Advisory Group LLC 667,336$33,394,0007.84%
FOSTER DYKEMA CABOT & CO INC/MA 1,167,639$58,429,0007.21%
Doyle Wealth Management 1,752,218$87,681,0007.08%
View complete list of ISHARES TR shareholders