ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |