ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 448 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $832 | -91.6% | 16,532 | -91.6% | 0.04% | -91.0% |
| Q1 2023 | $9,933 | +294.0% | 197,672 | +292.3% | 0.40% | +216.5% |
| Q4 2022 | $2,521 | -99.9% | 50,386 | +45.2% | 0.13% | +81.4% |
| Q3 2021 | $1,753,000 | +490.2% | 34,710 | +490.5% | 0.07% | +250.0% |
| Q4 2020 | $297,000 | -82.7% | 5,878 | -82.7% | 0.02% | -85.3% |
| Q2 2020 | $1,718,000 | +270.3% | 33,980 | +265.7% | 0.14% | +444.0% |
| Q1 2020 | $464,000 | -28.2% | 9,293 | -27.6% | 0.02% | -54.5% |
| Q4 2019 | $646,000 | -67.7% | 12,830 | -67.7% | 0.06% | -60.7% |
| Q3 2019 | $2,000,000 | -11.1% | 39,686 | -11.1% | 0.14% | -5.4% |
| Q2 2019 | $2,249,000 | +143.4% | 44,636 | +141.9% | 0.15% | +164.3% |
| Q4 2018 | $924,000 | – | 18,454 | – | 0.06% | – |
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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% |