ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 374 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $981,082 | -89.3% | 19,474 | -89.4% | 0.00% | -88.0% |
| Q2 2023 | $9,204,040 | +95081.4% | 182,989 | -4.9% | 0.02% | -10.7% |
| Q1 2023 | $9,670 | -11.7% | 192,444 | -12.0% | 0.03% | -20.0% |
| Q4 2022 | $10,947 | -99.6% | 218,759 | +343.5% | 0.04% | +250.0% |
| Q3 2022 | $2,467,000 | -12.9% | 49,326 | -12.9% | 0.01% | -16.7% |
| Q2 2022 | $2,834,000 | +80.6% | 56,628 | +81.0% | 0.01% | +100.0% |
| Q1 2022 | $1,569,000 | +164.1% | 31,279 | +165.5% | 0.01% | +100.0% |
| Q4 2021 | $594,000 | – | 11,781 | – | 0.00% | – |
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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% |