ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 406 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,364,643 | +40.1% | 27,087 | +39.8% | 0.03% | +40.0% |
| Q2 2023 | $974,261 | +0.1% | 19,369 | 0.0% | 0.02% | -4.8% |
| Q1 2023 | $973,292 | -3.5% | 19,369 | -3.9% | 0.02% | -8.7% |
| Q4 2022 | $1,009,007 | +1.6% | 20,164 | +1.5% | 0.02% | +15.0% |
| Q3 2022 | $993,000 | +6.9% | 19,863 | +7.0% | 0.02% | +11.1% |
| Q2 2022 | $929,000 | +23.5% | 18,563 | +23.9% | 0.02% | +38.5% |
| Q1 2022 | $752,000 | +19.6% | 14,987 | +20.0% | 0.01% | +18.2% |
| Q4 2021 | $629,000 | +146.7% | 12,492 | +147.4% | 0.01% | +120.0% |
| Q3 2021 | $255,000 | – | 5,050 | – | 0.01% | – |
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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% |