ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,637,976 | -7.6% | 111,909 | -7.7% | 0.33% | -6.0% |
| Q2 2023 | $6,099,328 | -2.1% | 121,259 | -2.2% | 0.35% | -6.9% |
| Q1 2023 | $6,231,453 | +5.0% | 124,009 | +4.5% | 0.38% | +2.7% |
| Q4 2022 | $5,935,895 | +11.1% | 118,623 | +11.1% | 0.37% | +6.7% |
| Q3 2022 | $5,341,000 | +151.6% | 106,808 | +151.8% | 0.34% | +163.8% |
| Q2 2022 | $2,123,000 | – | 42,423 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACUTE INVESTMENT ADVISORY, LLC | 840,540 | $42,346,405 | 25.44% |
| Tempus Wealth Planning, LLC | 695,089 | $35,018,607 | 17.56% |
| Braun-Bostich & Associates Inc. | 119,192 | $6,004,893 | 11.20% |
| TFB Advisors LLC | 134,270 | $6,764,523 | 8.22% |
| Capital Advantage, Inc. | 741,437 | $37,353,591 | 8.01% |
| SIGNATUREFD, LLC | 5,557,959 | $280,009,950 | 7.29% |
| WIN ADVISORS, INC | 266,749 | $13,438,832 | 6.58% |
| Winthrop Advisory Group LLC | 745,060 | $37,536,144 | 6.16% |
| Diversified Portfolios, Inc. | 635,087 | $31,995,659 | 6.04% |
| Cynosure Group, LLC | 369,524 | $18,616,585 | 5.71% |