ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 87 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,921,658 | -4.7% | 64,964 | -0.6% | 0.00% | -33.3% |
| Q2 2023 | $2,017,205 | +0.6% | 65,388 | +1.3% | 0.00% | 0.0% |
| Q1 2023 | $2,006,044 | +10.5% | 64,540 | +6.7% | 0.00% | 0.0% |
| Q4 2022 | $1,815,346 | +76.2% | 60,512 | +53.9% | 0.00% | +50.0% |
| Q3 2022 | $1,030,000 | +142.4% | 39,324 | +166.5% | 0.00% | +100.0% |
| Q2 2022 | $425,000 | +245.5% | 14,758 | +311.0% | 0.00% | – |
| Q1 2022 | $123,000 | – | 3,591 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 372,848 | $11,589,011 | 7.56% |
| WADDELL & ASSOCIATES, LLC | 1,161,378 | $36,098,406 | 5.64% |
| Intelligence Driven Advisers, LLC | 591,771 | $18,241,334 | 3.28% |
| AllGen Financial Advisors, Inc. | 136,623 | $4,246,571 | 2.96% |
| Financial Strategies Group, Inc. | 164,231 | $5,104,693 | 1.97% |
| Richard P Slaughter Associates Inc | 136,251 | $4,235,008 | 1.38% |
| CGN Advisors LLC | 216,850 | $6,740,218 | 1.06% |
| BEAM WEALTH ADVISORS, INC. | 32,795 | $1,019,348 | 1.02% |
| Beaird Harris Wealth Management, LLC | 182,836 | $5,682,985 | 1.02% |
| FINANCIAL MANAGEMENT NETWORK INC | 74,438 | $2,331,382 | 0.94% |