ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 422 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,783,658 | -13.5% | 35,299 | -13.5% | 0.02% | -15.8% |
| Q1 2024 | $2,063,050 | -4.9% | 40,804 | -5.3% | 0.02% | -9.5% |
| Q4 2023 | $2,168,955 | -38.3% | 43,069 | -38.2% | 0.02% | -44.7% |
| Q3 2023 | $3,512,746 | -3.3% | 69,725 | -3.5% | 0.04% | 0.0% |
| Q2 2023 | $3,633,320 | +23.0% | 72,233 | +22.9% | 0.04% | +15.2% |
| Q1 2023 | $2,953,745 | +44.7% | 58,781 | +44.1% | 0.03% | +37.5% |
| Q4 2022 | $2,041,132 | +240.8% | 40,790 | +240.5% | 0.02% | +200.0% |
| Q3 2022 | $599,000 | -4.0% | 11,978 | -4.0% | 0.01% | 0.0% |
| Q2 2022 | $624,000 | – | 12,478 | – | 0.01% | – |
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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% |