ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 403 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $662,446 | -32.1% | 13,183 | -32.3% | 0.01% | -55.2% |
Q4 2022 | $974,929 | +167.1% | 19,483 | +167.1% | 0.03% | +123.1% |
Q2 2022 | $365,000 | -18.7% | 7,295 | -18.0% | 0.01% | -35.0% |
Q4 2021 | $449,000 | -45.4% | 8,901 | -45.3% | 0.02% | -20.0% |
Q2 2021 | $822,000 | +213.7% | 16,263 | +211.8% | 0.02% | +1150.0% |
Q1 2019 | $262,000 | – | 5,216 | – | 0.00% | – |
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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% |