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 | $1,935 | +27.6% | 38,417 | +27.4% | 0.01% | +33.3% |
| Q2 2023 | $1,516 | +95.9% | 30,149 | +95.7% | 0.01% | +80.0% |
| Q1 2023 | $774 | +164.2% | 15,404 | +163.5% | 0.01% | +150.0% |
| Q4 2022 | $293 | -99.9% | 5,846 | +3.3% | 0.00% | 0.0% |
| Q3 2022 | $283,000 | -68.0% | 5,657 | -68.0% | 0.00% | -71.4% |
| Q2 2022 | $884,000 | -0.2% | 17,672 | +0.1% | 0.01% | +16.7% |
| Q1 2022 | $886,000 | -14.4% | 17,663 | -14.0% | 0.01% | -14.3% |
| Q4 2021 | $1,035,000 | -5.0% | 20,535 | -4.7% | 0.01% | -22.2% |
| Q2 2021 | $1,089,000 | 0.0% | 21,548 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $1,089,000 | 0.0% | 21,548 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $1,089,000 | 0.0% | 21,548 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $1,089,000 | 0.0% | 21,548 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $1,089,000 | 0.0% | 21,548 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $1,089,000 | 0.0% | 21,548 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $1,089,000 | 0.0% | 21,548 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $1,089,000 | 0.0% | 21,548 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $1,089,000 | 0.0% | 21,548 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $1,089,000 | – | 21,548 | – | 0.01% | – |
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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% |