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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |