ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 448 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,697,948 | +4.5% | 33,703 | +4.4% | 0.53% | +7.3% |
| Q2 2023 | $1,624,253 | +3.6% | 32,291 | +3.5% | 0.49% | -1.0% |
| Q1 2023 | $1,567,917 | -3.0% | 31,202 | -3.4% | 0.50% | -6.2% |
| Q4 2022 | $1,616,120 | -0.2% | 32,297 | -0.3% | 0.53% | -4.5% |
| Q3 2022 | $1,619,000 | +0.4% | 32,379 | +0.5% | 0.56% | +6.1% |
| Q2 2022 | $1,612,000 | – | 32,214 | – | 0.52% | – |
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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% |