ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 10 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $216,130 | +0.2% | 4,290 | 0.0% | 0.00% | +100.0% |
Q2 2023 | $215,787 | +0.1% | 4,290 | 0.0% | 0.00% | -50.0% |
Q1 2023 | $215,572 | +0.4% | 4,290 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $214,672 | -0.2% | 4,290 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $215,000 | +2.4% | 4,290 | +1.8% | 0.00% | -33.3% |
Q1 2020 | $210,000 | -15.0% | 4,213 | -14.2% | 0.00% | 0.0% |
Q4 2019 | $247,000 | -13.6% | 4,913 | -13.4% | 0.00% | 0.0% |
Q3 2019 | $286,000 | -70.3% | 5,672 | -70.5% | 0.00% | -78.6% |
Q4 2018 | $964,000 | +150.4% | 19,259 | +150.2% | 0.01% | +180.0% |
Q4 2017 | $385,000 | +57.8% | 7,698 | +58.2% | 0.01% | +66.7% |
Q3 2017 | $244,000 | -64.6% | 4,866 | -64.7% | 0.00% | -75.0% |
Q2 2017 | $689,000 | +6.3% | 13,766 | +6.8% | 0.01% | +9.1% |
Q1 2017 | $648,000 | +67.4% | 12,890 | +66.8% | 0.01% | +83.3% |
Q4 2016 | $387,000 | -28.7% | 7,726 | -28.8% | 0.01% | -40.0% |
Q3 2016 | $543,000 | +26.9% | 10,850 | +27.4% | 0.01% | +11.1% |
Q2 2016 | $428,000 | +111.9% | 8,517 | +105.4% | 0.01% | +80.0% |
Q4 2015 | $202,000 | -2.9% | 4,147 | 0.0% | 0.01% | 0.0% |
Q3 2015 | $208,000 | -57.7% | 4,147 | -58.2% | 0.01% | -50.0% |
Q2 2015 | $492,000 | +107.6% | 9,928 | +109.2% | 0.01% | +66.7% |
Q1 2015 | $237,000 | – | 4,746 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Gateway Advisory, LLC | 1,439,754 | $72,045,000 | 30.68% |
Rain Capital Management, LLC | 431,762 | $21,605,000 | 15.53% |
PEAK FINANCIAL ADVISORS LLC | 284,360 | $14,229,000 | 14.09% |
Tempus Wealth Planning, LLC | 242,157 | $12,118,000 | 9.96% |
Summit Wealth Group, LLC | 151,852 | $7,599,000 | 8.98% |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 212,950 | $10,656,000 | 8.77% |
Capital Advantage, Inc. | 732,249 | $36,642,000 | 8.08% |
Winthrop Advisory Group LLC | 667,336 | $33,394,000 | 7.84% |
FOSTER DYKEMA CABOT & CO INC/MA | 1,167,639 | $58,429,000 | 7.21% |
Doyle Wealth Management | 1,752,218 | $87,681,000 | 7.08% |