ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 88 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,693,122 | +45.9% | 124,852 | +53.3% | 0.00% | 0.0% |
| Q1 2023 | $2,531,226 | +528.6% | 81,436 | +506.7% | 0.00% | – |
| Q4 2022 | $402,660 | -26.0% | 13,422 | -15.3% | 0.00% | – |
| Q1 2022 | $544,000 | -71.6% | 15,839 | -70.0% | 0.00% | – |
| Q4 2021 | $1,916,000 | +124.1% | 52,855 | +105.6% | 0.00% | – |
| Q4 2020 | $855,000 | -57.0% | 25,706 | -70.5% | 0.00% | -100.0% |
| Q1 2020 | $1,990,000 | +57.7% | 87,107 | +118.7% | 0.00% | 0.0% |
| Q4 2019 | $1,262,000 | -60.0% | 39,824 | -63.9% | 0.00% | -50.0% |
| Q1 2019 | $3,156,000 | -27.8% | 110,260 | -34.7% | 0.00% | 0.0% |
| Q4 2018 | $4,370,000 | +329.3% | 168,936 | +411.2% | 0.00% | +100.0% |
| Q3 2017 | $1,018,000 | – | 33,047 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 416,430 | $12,317,995 | 8.96% |
| WADDELL & ASSOCIATES, LLC | 1,252,283 | $37,042,535 | 5.42% |
| Intelligence Driven Advisers, LLC | 794,151 | $22,598,514 | 4.01% |
| AllGen Financial Advisors, Inc. | 139,829 | $4,136,142 | 2.94% |
| Financial Strategies Group, Inc. | 193,059 | $5,575,546 | 1.76% |
| RHS Financial, LLC | 58,313 | $1,724,899 | 1.21% |
| Richard P Slaughter Associates Inc | 132,122 | $3,908,168 | 1.04% |
| CGN Advisors LLC | 237,533 | $7,026,226 | 0.95% |
| McKinley Carter Wealth Services, Inc. | 299,996 | $8,873,890 | 0.71% |
| BEDEL FINANCIAL CONSULTING INC | 106,957 | $3,163,775 | 0.64% |