ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 367 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $914,473 | -70.5% | 18,198 | -70.6% | 0.09% | -72.3% |
| Q4 2022 | $3,100,702 | -20.1% | 61,964 | -20.1% | 0.31% | -24.2% |
| Q2 2022 | $3,879,000 | -4.9% | 77,521 | -4.7% | 0.41% | +7.5% |
| Q1 2022 | $4,081,000 | -34.9% | 81,379 | -34.6% | 0.38% | -32.2% |
| Q4 2021 | $6,272,000 | +25.6% | 124,465 | +25.9% | 0.57% | +15.0% |
| Q3 2021 | $4,993,000 | +62.6% | 98,857 | +62.7% | 0.49% | +57.8% |
| Q2 2021 | $3,070,000 | +49.2% | 60,760 | +49.1% | 0.31% | +41.0% |
| Q1 2021 | $2,058,000 | +112.2% | 40,741 | +112.2% | 0.22% | +98.2% |
| Q4 2020 | $970,000 | – | 19,200 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tempus Wealth Planning, LLC | 639,913 | $32,155,649 | 15.72% |
| Capital Advantage, Inc. | 830,770 | $41,646,499 | 8.86% |
| SIGNATUREFD, LLC | 5,243,559 | $263,488,829 | 7.19% |
| Winthrop Advisory Group LLC | 717,310 | $36,044,803 | 6.36% |
| Bell Investment Advisors, Inc | 532,337 | $26,749,939 | 6.26% |
| Clearwater Capital Advisors, LLC | 902,925 | $45,371,998 | 5.54% |
| Baystate Wealth Management LLC | 1,170,206 | $58,802,900 | 5.12% |
| SVB WEALTH LLC | 6,339,061 | $318,537,793 | 4.45% |
| First International Bank & Trust | 259,694 | $13,049,624 | 4.32% |
| Snider Financial Group | 159,482 | $8,013,955 | 4.27% |