Morningstar Investment Services LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 401 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Morningstar Investment Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,844
+0.5%
215,333
+0.3%
0.14%0.0%
Q2 2023$10,793
+4.8%
214,652
+4.7%
0.14%
+0.7%
Q1 2023$10,295
+16.4%
204,975
+16.0%
0.14%
+14.0%
Q4 2022$8,848
-99.9%
176,760
+1.3%
0.12%
-1.6%
Q3 2022$8,720,000174,5020.12%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ACUTE INVESTMENT ADVISORY, LLC 840,540$42,346,40525.44%
Tempus Wealth Planning, LLC 695,089$35,018,60717.56%
Braun-Bostich & Associates Inc. 119,192$6,004,89311.20%
TFB Advisors LLC 134,270$6,764,5238.22%
Capital Advantage, Inc. 741,437$37,353,5918.01%
SIGNATUREFD, LLC 5,557,959$280,009,9507.29%
WIN ADVISORS, INC 266,749$13,438,8326.58%
Winthrop Advisory Group LLC 745,060$37,536,1446.16%
Diversified Portfolios, Inc. 635,087$31,995,6596.04%
Cynosure Group, LLC 369,524$18,616,5855.71%
View complete list of ISHARES TR shareholders