ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 334 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $394,000 | -0.5% | 7,850 | 0.0% | 0.11% | +0.9% |
| Q4 2021 | $396,000 | +1.8% | 7,850 | +1.9% | 0.11% | -8.2% |
| Q3 2021 | $389,000 | 0.0% | 7,700 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $389,000 | 0.0% | 7,700 | 0.0% | 0.12% | -7.6% |
| Q1 2021 | $389,000 | 0.0% | 7,700 | 0.0% | 0.13% | -7.0% |
| Q4 2020 | $389,000 | -21.6% | 7,700 | -21.4% | 0.14% | -31.1% |
| Q3 2020 | $496,000 | +0.2% | 9,800 | 0.0% | 0.21% | -8.4% |
| Q2 2020 | $495,000 | +17.9% | 9,800 | +16.7% | 0.22% | -0.4% |
| Q1 2020 | $420,000 | -0.7% | 8,400 | 0.0% | 0.23% | +25.6% |
| Q4 2019 | $423,000 | +52.7% | 8,400 | +52.7% | 0.18% | +39.5% |
| Q3 2019 | $277,000 | 0.0% | 5,500 | 0.0% | 0.13% | -1.5% |
| Q2 2019 | $277,000 | 0.0% | 5,500 | 0.0% | 0.13% | -3.7% |
| Q1 2019 | $277,000 | +0.7% | 5,500 | 0.0% | 0.14% | -12.8% |
| Q4 2018 | $275,000 | – | 5,500 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,439,754 | $72,045,000 | 30.68% |
| Rain Capital Management, LLC | 431,762 | $21,605,000 | 15.53% |
| PEAK FINANCIAL ADVISORS LLC | 284,360 | $14,229,000 | 14.09% |
| Tempus Wealth Planning, LLC | 242,157 | $12,118,000 | 9.96% |
| Summit Wealth Group, LLC | 151,852 | $7,599,000 | 8.98% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 212,950 | $10,656,000 | 8.77% |
| Capital Advantage, Inc. | 732,249 | $36,642,000 | 8.08% |
| Winthrop Advisory Group LLC | 667,336 | $33,394,000 | 7.84% |
| FOSTER DYKEMA CABOT & CO INC/MA | 1,167,639 | $58,429,000 | 7.21% |
| Doyle Wealth Management | 1,752,218 | $87,681,000 | 7.08% |