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 | $2,026,410 | +3.6% | 40,222 | +3.5% | 0.20% | +6.2% |
| Q2 2023 | $1,955,444 | -6.3% | 38,875 | -6.4% | 0.19% | -12.3% |
| Q1 2023 | $2,086,121 | -8.5% | 41,514 | -8.9% | 0.22% | -14.5% |
| Q4 2022 | $2,279,385 | +26.8% | 45,551 | +26.7% | 0.26% | -1.5% |
| Q3 2022 | $1,798,000 | +6.6% | 35,951 | +6.6% | 0.26% | +15.0% |
| Q2 2022 | $1,687,000 | +5.0% | 33,717 | +5.3% | 0.23% | +17.1% |
| Q1 2022 | $1,606,000 | – | 32,020 | – | 0.19% | – |
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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% |