ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 125 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $779,277 | +15.1% | 15,508 | +14.6% | 0.02% | -28.6% |
| Q3 2022 | $677,000 | -69.0% | 13,535 | -69.0% | 0.02% | -65.6% |
| Q2 2022 | $2,183,000 | -68.0% | 43,620 | -67.7% | 0.06% | -88.7% |
| Q3 2020 | $6,827,000 | +1051.3% | 135,000 | +1050.6% | 0.54% | +1151.2% |
| Q2 2020 | $593,000 | +102.4% | 11,733 | +99.7% | 0.04% | +72.0% |
| Q1 2020 | $293,000 | -45.5% | 5,875 | -45.0% | 0.02% | -62.7% |
| Q3 2019 | $538,000 | -39.3% | 10,680 | -39.5% | 0.07% | -54.7% |
| Q1 2019 | $887,000 | – | 17,643 | – | 0.15% | – |
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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% |