ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $554,079 | +0.2% | 10,998 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $553,199 | -6.3% | 10,998 | -6.4% | 0.01% | -11.1% |
| Q1 2023 | $590,387 | -2.2% | 11,749 | -2.6% | 0.01% | -18.2% |
| Q4 2022 | $603,683 | +32.7% | 12,064 | +34.0% | 0.01% | +37.5% |
| Q2 2021 | $455,000 | -18.8% | 9,002 | -18.7% | 0.01% | -33.3% |
| Q1 2021 | $560,000 | -48.5% | 11,075 | -48.5% | 0.01% | -52.0% |
| Q4 2020 | $1,087,000 | +396.3% | 21,525 | +397.1% | 0.02% | +316.7% |
| Q2 2020 | $219,000 | – | 4,330 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACUTE INVESTMENT ADVISORY, LLC | 840,540 | $42,346,405 | 25.44% |
| Tempus Wealth Planning, LLC | 695,089 | $35,018,607 | 17.56% |
| Braun-Bostich & Associates Inc. | 119,192 | $6,004,893 | 11.20% |
| TFB Advisors LLC | 134,270 | $6,764,523 | 8.22% |
| Capital Advantage, Inc. | 741,437 | $37,353,591 | 8.01% |
| SIGNATUREFD, LLC | 5,557,959 | $280,009,950 | 7.29% |
| WIN ADVISORS, INC | 266,749 | $13,438,832 | 6.58% |
| Winthrop Advisory Group LLC | 745,060 | $37,536,144 | 6.16% |
| Diversified Portfolios, Inc. | 635,087 | $31,995,659 | 6.04% |
| Cynosure Group, LLC | 369,524 | $18,616,585 | 5.71% |