ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 412 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $161,479 | -30.4% | 3,227 | -30.3% | 0.11% | -39.9% |
| Q3 2022 | $232,000 | -17.1% | 4,632 | -17.2% | 0.19% | -5.5% |
| Q2 2022 | $280,000 | -0.4% | 5,595 | 0.0% | 0.20% | +15.7% |
| Q1 2022 | $281,000 | -63.6% | 5,595 | -63.5% | 0.17% | -62.9% |
| Q4 2021 | $773,000 | -8.3% | 15,345 | -8.1% | 0.46% | -11.3% |
| Q3 2021 | $843,000 | 0.0% | 16,695 | 0.0% | 0.52% | +0.6% |
| Q2 2021 | $843,000 | -48.6% | 16,695 | -48.5% | 0.52% | -57.2% |
| Q1 2021 | $1,639,000 | 0.0% | 32,445 | 0.0% | 1.21% | -3.8% |
| Q4 2020 | $1,639,000 | -0.1% | 32,445 | 0.0% | 1.26% | -7.3% |
| Q3 2020 | $1,640,000 | -11.7% | 32,445 | -11.8% | 1.36% | -19.1% |
| Q2 2020 | $1,858,000 | -21.2% | 36,765 | -22.2% | 1.68% | -23.7% |
| Q1 2020 | $2,359,000 | -9.5% | 47,240 | -8.8% | 2.21% | -4.7% |
| Q4 2019 | $2,608,000 | – | 51,824 | – | 2.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACUTE INVESTMENT ADVISORY, LLC | 840,540 | $42,346,405 | 25.44% |
| Tempus Wealth Planning, LLC | 695,089 | $35,018,607 | 17.56% |
| Braun-Bostich & Associates Inc. | 119,192 | $6,004,893 | 11.20% |
| TFB Advisors LLC | 134,270 | $6,764,523 | 8.22% |
| Capital Advantage, Inc. | 741,437 | $37,353,591 | 8.01% |
| SIGNATUREFD, LLC | 5,557,959 | $280,009,950 | 7.29% |
| WIN ADVISORS, INC | 266,749 | $13,438,832 | 6.58% |
| Winthrop Advisory Group LLC | 745,060 | $37,536,144 | 6.16% |
| Diversified Portfolios, Inc. | 635,087 | $31,995,659 | 6.04% |
| Cynosure Group, LLC | 369,524 | $18,616,585 | 5.71% |