ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 299 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $348 | +16.0% | 6,916 | +16.0% | 0.01% | +28.6% |
| Q2 2023 | $300 | -15.0% | 5,964 | -15.0% | 0.01% | -22.2% |
| Q1 2023 | $353 | -25.4% | 7,020 | -25.8% | 0.01% | -30.8% |
| Q4 2022 | $473 | -99.9% | 9,460 | -0.1% | 0.01% | 0.0% |
| Q3 2022 | $473,000 | -8.3% | 9,466 | -8.3% | 0.01% | -18.8% |
| Q2 2022 | $516,000 | -2.5% | 10,320 | -2.1% | 0.02% | +14.3% |
| Q1 2022 | $529,000 | -34.2% | 10,542 | -33.9% | 0.01% | -36.4% |
| Q4 2021 | $804,000 | -17.6% | 15,953 | -17.4% | 0.02% | -26.7% |
| Q3 2021 | $976,000 | +55.2% | 19,324 | +55.3% | 0.03% | +50.0% |
| Q2 2021 | $629,000 | -25.8% | 12,441 | -25.9% | 0.02% | -33.3% |
| Q1 2021 | $848,000 | -27.8% | 16,789 | -27.8% | 0.03% | -33.3% |
| Q4 2020 | $1,175,000 | – | 23,261 | – | 0.04% | – |
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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% |