ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 402 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $922,173 | +3.6% | 18,250 | +3.7% | 0.29% | +4.3% |
| Q1 2024 | $889,856 | +0.4% | 17,600 | 0.0% | 0.28% | -6.1% |
| 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 ↓ |
|---|---|---|---|
| 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% |