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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $406,952 | +0.8% | 8,105 | +0.6% | 0.11% | -4.5% |
| Q4 2022 | $403,797 | -63.1% | 8,055 | -63.3% | 0.11% | -64.1% |
| Q3 2022 | $1,095,000 | +20.9% | 21,940 | +21.1% | 0.31% | +28.2% |
| Q2 2022 | $906,000 | +142.9% | 18,115 | +143.3% | 0.24% | +170.8% |
| Q1 2022 | $373,000 | -88.0% | 7,445 | -88.0% | 0.09% | -1.1% |
| Q4 2021 | $3,121,000 | +355.0% | 61,960 | +355.8% | 0.09% | -41.2% |
| Q3 2021 | $686,000 | -53.3% | 13,595 | -53.2% | 0.15% | -53.1% |
| Q2 2021 | $1,468,000 | -17.1% | 29,075 | -17.1% | 0.33% | -24.0% |
| Q1 2021 | $1,771,000 | – | 35,085 | – | 0.43% | – |
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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% |