LGT Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 448 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
LGT Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$965,956
-22.2%
19,173
-22.4%
1.23%
-7.1%
Q2 2023$1,241,984
-74.1%
24,692
-74.3%
1.32%
-76.6%
Q4 2022$4,802,46095,9725.65%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Gateway Advisory, LLC 945,549$47,646,00010.16%
Summit Wealth Group, LLC 134,789$6,792,0007.74%
Tempus Wealth Planning, LLC 274,575$13,836,0007.46%
Winthrop Advisory Group LLC 670,723$33,798,0006.79%
SUN LIFE FINANCIAL INC 3,422,000$172,435,0006.40%
Roble, Belko & Company, Inc 633,150$31,904,0005.99%
Snider Financial Group 270,936$13,652,0005.79%
Eagle Bay Advisors LLC 176,561$8,985,0005.73%
Bell Investment Advisors, Inc 404,641$20,390,0005.59%
Magnolia Wealth Management, LLC 107,931$5,439,0005.57%
View complete list of ISHARES TR shareholders