ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 87 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $225,414 | -0.5% | 7,290 | -0.4% | 0.18% | -4.9% |
| Q1 2023 | $226,616 | -11.8% | 7,317 | -14.8% | 0.18% | -19.3% |
| Q4 2022 | $256,837 | -0.1% | 8,583 | -7.5% | 0.23% | -1.7% |
| Q3 2022 | $257,000 | -6.5% | 9,281 | -2.6% | 0.23% | -11.5% |
| Q2 2022 | $275,000 | -19.4% | 9,532 | -3.8% | 0.26% | 0.0% |
| Q1 2022 | $341,000 | +8.3% | 9,909 | +13.9% | 0.26% | +17.5% |
| Q4 2021 | $315,000 | – | 8,701 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 372,848 | $11,589,011 | 7.56% |
| WADDELL & ASSOCIATES, LLC | 1,161,378 | $36,098,406 | 5.64% |
| Intelligence Driven Advisers, LLC | 591,771 | $18,241,334 | 3.28% |
| AllGen Financial Advisors, Inc. | 136,623 | $4,246,571 | 2.96% |
| Financial Strategies Group, Inc. | 164,231 | $5,104,693 | 1.97% |
| Richard P Slaughter Associates Inc | 136,251 | $4,235,008 | 1.38% |
| CGN Advisors LLC | 216,850 | $6,740,218 | 1.06% |
| BEAM WEALTH ADVISORS, INC. | 32,795 | $1,019,348 | 1.02% |
| Beaird Harris Wealth Management, LLC | 182,836 | $5,682,985 | 1.02% |
| FINANCIAL MANAGEMENT NETWORK INC | 74,438 | $2,331,382 | 0.94% |