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% | – |
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% |