ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 269 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $473,874 | +0.9% | 9,406 | +0.7% | 0.13% | +2.3% |
| Q2 2023 | $469,619 | +0.7% | 9,336 | +0.6% | 0.13% | -1.5% |
| Q1 2023 | $466,179 | +0.8% | 9,277 | +0.4% | 0.13% | -4.3% |
| Q4 2022 | $462,281 | -1.0% | 9,238 | -1.0% | 0.14% | -12.6% |
| Q3 2022 | $467,000 | +0.2% | 9,330 | +0.2% | 0.16% | +6.0% |
| Q2 2022 | $466,000 | 0.0% | 9,308 | +0.1% | 0.15% | +11.9% |
| Q1 2022 | $466,000 | -53.0% | 9,298 | -52.8% | 0.13% | -51.8% |
| Q4 2021 | $992,000 | +7.9% | 19,695 | +8.3% | 0.28% | -2.1% |
| Q3 2021 | $919,000 | +10.5% | 18,193 | +10.5% | 0.28% | +19.8% |
| Q2 2021 | $832,000 | +64.1% | 16,469 | +64.2% | 0.24% | +52.9% |
| Q1 2021 | $507,000 | -34.2% | 10,030 | -34.3% | 0.16% | -34.0% |
| Q4 2020 | $771,000 | -36.1% | 15,262 | -36.0% | 0.24% | -42.3% |
| Q3 2020 | $1,206,000 | – | 23,850 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,439,754 | $72,045,000 | 30.68% |
| Rain Capital Management, LLC | 431,762 | $21,605,000 | 15.53% |
| PEAK FINANCIAL ADVISORS LLC | 284,360 | $14,229,000 | 14.09% |
| Tempus Wealth Planning, LLC | 242,157 | $12,118,000 | 9.96% |
| Summit Wealth Group, LLC | 151,852 | $7,599,000 | 8.98% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 212,950 | $10,656,000 | 8.77% |
| Capital Advantage, Inc. | 732,249 | $36,642,000 | 8.08% |
| Winthrop Advisory Group LLC | 667,336 | $33,394,000 | 7.84% |
| FOSTER DYKEMA CABOT & CO INC/MA | 1,167,639 | $58,429,000 | 7.21% |
| Doyle Wealth Management | 1,752,218 | $87,681,000 | 7.08% |