ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 85 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $732,342 | -12.2% | 24,758 | -8.5% | 0.00% | 0.0% |
| Q2 2023 | $834,400 | -2.0% | 27,047 | -1.2% | 0.00% | -50.0% |
| Q1 2023 | $851,067 | -22.5% | 27,381 | -25.2% | 0.00% | 0.0% |
| Q4 2022 | $1,097,520 | +29.1% | 36,584 | +12.6% | 0.00% | 0.0% |
| Q3 2022 | $850,000 | +7.1% | 32,490 | +17.8% | 0.00% | 0.0% |
| Q2 2022 | $794,000 | -15.8% | 27,571 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $943,000 | +19.7% | 27,442 | +26.2% | 0.00% | +100.0% |
| Q4 2021 | $788,000 | – | 21,749 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WADDELL & ASSOCIATES, LLC | 723,168 | $18,925,000 | 3.66% |
| Coulter & Justus Financial Services, LLC | 98,004 | $2,565,000 | 2.00% |
| ARGI Investment Services, LLC | 1,003,290 | $26,256,000 | 0.92% |
| CGN Advisors LLC | 122,773 | $3,213,000 | 0.81% |
| Beaird Harris Wealth Management, LLC | 139,401 | $3,648,000 | 0.80% |
| FINANCIAL MANAGEMENT NETWORK INC | 58,212 | $1,617,000 | 0.80% |
| RHS Financial, LLC | 32,279 | $845,000 | 0.75% |
| Klaas Financial Asset Advisors, LLC | 93,035 | $2,435,000 | 0.62% |
| SENTINEL PENSION ADVISORS INC | 57,396 | $1,502,000 | 0.52% |
| Bedel Financial Consulting, Inc. | 65,093 | $1,853,000 | 0.49% |