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 | $1,194 | -5.2% | 23,705 | -5.4% | 0.00% | 0.0% |
| Q2 2023 | $1,260 | -9.5% | 25,055 | -9.6% | 0.00% | -33.3% |
| Q1 2023 | $1,392 | +431.3% | 27,703 | +428.7% | 0.01% | +500.0% |
| Q4 2022 | $262 | -100.0% | 5,240 | -81.5% | 0.00% | -83.3% |
| Q3 2022 | $1,413,000 | +469.8% | 28,258 | +468.9% | 0.01% | +500.0% |
| Q2 2022 | $248,000 | -44.8% | 4,967 | -44.5% | 0.00% | -50.0% |
| Q1 2022 | $449,000 | -53.7% | 8,949 | -53.4% | 0.00% | -50.0% |
| Q4 2021 | $969,000 | -15.8% | 19,221 | -15.7% | 0.00% | -20.0% |
| Q3 2021 | $1,151,000 | -69.6% | 22,792 | -69.6% | 0.01% | -70.6% |
| Q2 2021 | $3,789,000 | +3.6% | 75,003 | +3.6% | 0.02% | -5.6% |
| Q1 2021 | $3,659,000 | -32.3% | 72,428 | -32.3% | 0.02% | -30.8% |
| Q4 2020 | $5,406,000 | -2.3% | 107,017 | -2.2% | 0.03% | -18.8% |
| Q3 2020 | $5,533,000 | -5.0% | 109,415 | -5.0% | 0.03% | -13.5% |
| Q2 2020 | $5,822,000 | +37.2% | 115,145 | +35.6% | 0.04% | +8.8% |
| Q1 2020 | $4,242,000 | -18.0% | 84,920 | -17.4% | 0.03% | 0.0% |
| Q4 2019 | $5,172,000 | +16.4% | 102,763 | +16.5% | 0.03% | +6.2% |
| Q3 2019 | $4,445,000 | – | 88,215 | – | 0.03% | – |
Download | ||||||
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% |