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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $270,597 | -26.0% | 5,385 | -26.3% | 0.04% | -27.9% |
| Q4 2022 | $365,792 | -19.4% | 7,310 | -19.5% | 0.06% | -24.7% |
| Q3 2022 | $454,000 | -1.3% | 9,085 | -1.1% | 0.08% | +11.0% |
| Q2 2022 | $460,000 | -10.0% | 9,185 | -9.8% | 0.07% | +5.8% |
| Q1 2022 | $511,000 | -0.4% | 10,185 | 0.0% | 0.07% | +4.5% |
| Q4 2021 | $513,000 | -2.7% | 10,185 | -2.4% | 0.07% | -9.6% |
| Q3 2021 | $527,000 | -23.5% | 10,435 | -23.5% | 0.07% | -26.3% |
| Q2 2021 | $689,000 | -46.8% | 13,635 | -46.8% | 0.10% | -60.7% |
| Q1 2021 | $1,294,000 | +44.9% | 25,620 | +45.0% | 0.25% | +37.7% |
| Q4 2020 | $893,000 | +194.7% | 17,670 | +194.5% | 0.18% | +169.1% |
| Q3 2020 | $303,000 | – | 6,000 | – | 0.07% | – |
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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% |