Sand Hill Global Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 102 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Sand Hill Global Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,514,256
+4.5%
208,699
+4.3%
0.58%
+15.8%
Q2 2023$10,062,012
-20.9%
200,040
-21.0%
0.50%
-26.8%
Q1 2023$12,721,441
-37.2%
253,163
-37.5%
0.68%
-40.3%
Q4 2022$20,264,899
+27.0%
404,974
+26.9%
1.14%
+13.9%
Q3 2022$15,954,000
+10.1%
319,008
+10.2%
1.00%
+21.7%
Q2 2022$14,491,000
-12.4%
289,584
-12.2%
0.82%
-9.8%
Q1 2022$16,542,000
-16.3%
329,857
-15.9%
0.92%
-17.5%
Q4 2021$19,773,000
-7.4%
392,409
-7.2%
1.11%
-14.4%
Q3 2021$21,347,000
-7.8%
422,662
-7.8%
1.30%
-8.3%
Q2 2021$23,157,000
-15.8%
458,382
-15.8%
1.41%
-20.9%
Q1 2021$27,500,000
-3.6%
544,334
-3.6%
1.79%
-6.2%
Q4 2020$28,527,000
+2.8%
564,673
+2.9%
1.91%
-9.5%
Q3 2020$27,739,000
+10.2%
548,534
+10.2%
2.11%
+4.8%
Q2 2020$25,164,000
+35.9%
497,697
+34.3%
2.01%
+14.4%
Q1 2020$18,511,000
+5.8%
370,588
+6.6%
1.76%
+10.8%
Q4 2019$17,501,000
-86.8%
347,719
-86.8%
1.59%
-87.3%
Q3 2019$132,634,000
+56.7%
2,632,158
+56.7%
12.44%
+43.3%
Q2 2019$84,659,000
+14.0%
1,680,069
+13.8%
8.68%
+14.6%
Q1 2019$74,250,000
+107.9%
1,476,135
+107.0%
7.58%
+97.2%
Q4 2018$35,716,000
-37.4%
713,253
-37.2%
3.84%
-29.3%
Q3 2018$57,014,000
+11.6%
1,136,199
+11.5%
5.43%
+7.8%
Q2 2018$51,099,0001,018,8145.04%
Other shareholders
ISHARES TR shareholders Q1 2019
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