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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $425 | -92.4% | 8,450 | -92.5% | 0.02% | -90.6% |
| Q1 2023 | $5,605 | 0.0% | 112,003 | 0.0% | 0.24% | 0.0% |
| Q4 2022 | $5,605 | -99.9% | 112,003 | -9.6% | 0.24% | -12.2% |
| Q3 2022 | $6,194,000 | -1.1% | 123,853 | -1.0% | 0.28% | +18.3% |
| Q2 2022 | $6,261,000 | -14.0% | 125,115 | -13.9% | 0.24% | -4.9% |
| Q1 2022 | $7,283,000 | +0.6% | 145,232 | +1.1% | 0.25% | +23.5% |
| Q4 2021 | $7,237,000 | +31.9% | 143,626 | +32.2% | 0.20% | +14.3% |
| Q3 2021 | $5,485,000 | +9.0% | 108,608 | +9.0% | 0.18% | +4.8% |
| Q2 2021 | $5,032,000 | +5.2% | 99,605 | +5.3% | 0.17% | -7.2% |
| Q1 2021 | $4,781,000 | -3.4% | 94,630 | -3.4% | 0.18% | -11.8% |
| Q4 2020 | $4,951,000 | -37.5% | 98,009 | -37.4% | 0.20% | -45.0% |
| Q3 2020 | $7,923,000 | +56.5% | 156,669 | +56.5% | 0.37% | +40.0% |
| Q2 2020 | $5,062,000 | – | 100,119 | – | 0.26% | – |
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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% |