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% | – |
Download | ||||||
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% |