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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $886,336 | +9.3% | 17,600 | +9.3% | 0.29% | -2.0% |
| Q3 2023 | $811,118 | -11.9% | 16,100 | -12.0% | 0.30% | -9.6% |
| Q2 2023 | $920,490 | -6.1% | 18,300 | -6.2% | 0.33% | -9.3% |
| Q1 2023 | $979,875 | +117.6% | 19,500 | +116.7% | 0.37% | +100.0% |
| Q4 2022 | $450,360 | +0.3% | 9,000 | +0.3% | 0.18% | -11.2% |
| Q3 2022 | $449,000 | +113.8% | 8,975 | +113.7% | 0.21% | +126.4% |
| Q2 2022 | $210,000 | – | 4,200 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tempus Wealth Planning, LLC | 639,913 | $32,155,649 | 15.72% |
| Capital Advantage, Inc. | 830,770 | $41,646,499 | 8.86% |
| SIGNATUREFD, LLC | 5,243,559 | $263,488,829 | 7.19% |
| Winthrop Advisory Group LLC | 717,310 | $36,044,803 | 6.36% |
| Bell Investment Advisors, Inc | 532,337 | $26,749,939 | 6.26% |
| Clearwater Capital Advisors, LLC | 902,925 | $45,371,998 | 5.54% |
| Baystate Wealth Management LLC | 1,170,206 | $58,802,900 | 5.12% |
| SVB WEALTH LLC | 6,339,061 | $318,537,793 | 4.45% |
| First International Bank & Trust | 259,694 | $13,049,624 | 4.32% |
| Snider Financial Group | 159,482 | $8,013,955 | 4.27% |