TFB Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 401 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
TFB Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,764,523
+509.0%
134,270
+508.0%
8.22%
+1598.6%
Q2 2023$1,110,775
+7.4%
22,083
+7.3%
0.48%
-38.4%
Q1 2023$1,034,396
-0.2%
20,585
-0.7%
0.79%
-9.4%
Q4 2022$1,036,82920,7200.87%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Winthrop Advisory Group LLC 713,372$35,874,00014.20%
Pacific Center for Financial Services 530,652$26,740,00013.09%
Capital Advantage, Inc. 732,690$36,920,00012.78%
Sand Hill Global Advisors, LLC 2,632,158$132,634,00012.44%
Gateway Advisory, LLC 694,110$34,976,00011.86%
SEARCY FINANCIAL SERVICES INC /ADV 307,014$15,470,00011.46%
Retirement Planning Group, LLC 954,798$48,112,00010.18%
RETIREMENT CAPITAL STRATEGIES 188,722$9,510,0004.78%
OPUS INVESTMENT MANAGEMENT INC 500,000$25,195,0004.38%
Pasadena Private Wealth, LLC 169,209$8,526,0003.93%
View complete list of ISHARES TR shareholders