ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 367 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $489,291 | -67.3% | 9,712 | -67.4% | 0.03% | -56.7% |
| Q2 2023 | $1,496,375 | -18.9% | 29,749 | -19.0% | 0.06% | -26.8% |
| Q1 2023 | $1,844,929 | -15.2% | 36,715 | -15.6% | 0.08% | -18.0% |
| Q4 2022 | $2,176,390 | -7.3% | 43,493 | -7.3% | 0.10% | -5.7% |
| Q3 2022 | $2,347,000 | -8.5% | 46,930 | -8.5% | 0.11% | +8.2% |
| Q2 2022 | $2,566,000 | +16.4% | 51,269 | +16.7% | 0.10% | +10.1% |
| Q1 2022 | $2,204,000 | – | 43,945 | – | 0.09% | – |
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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% |