Leading Edge Financial Planning 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
Leading Edge Financial Planning LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$766,583
+15.0%
15,216
+14.8%
0.49%
+12.6%
Q2 2023$666,476
+6.9%
13,250
+6.8%
0.44%
-3.3%
Q1 2023$623,515
+48.8%
12,408
+48.2%
0.45%
+24.6%
Q4 2022$418,8988,3710.36%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Gateway Advisory, LLC 1,446,126$72,523,00019.71%
Tempus Wealth Planning, LLC 266,781$13,379,0009.51%
Eagle Bay Advisors LLC 214,191$10,741,0008.76%
Summit Wealth Group, LLC 166,642$8,357,0008.75%
SUN LIFE FINANCIAL INC 3,422,000$171,613,0007.93%
Winthrop Advisory Group LLC 708,761$35,544,0007.41%
Snider Financial Group 269,300$13,505,0006.14%
Roble, Belko & Company, Inc 590,181$29,598,0005.63%
SVB WEALTH LLC 7,787,019$390,519,0005.23%
SWM Advisors 130,586$6,549,0005.14%
View complete list of ISHARES TR shareholders