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 | $356,326 | +0.1% | 7,084 | 0.0% | 0.03% | -5.9% |
| Q1 2023 | $355,971 | -88.1% | 7,084 | -88.2% | 0.03% | -88.4% |
| Q4 2022 | $3,003,101 | +0.1% | 60,014 | 0.0% | 0.29% | -10.6% |
| Q3 2022 | $3,001,000 | -3.9% | 60,014 | -3.8% | 0.33% | -0.3% |
| Q2 2022 | $3,122,000 | -0.2% | 62,399 | 0.0% | 0.33% | +11.9% |
| Q1 2022 | $3,129,000 | +3.5% | 62,399 | +4.0% | 0.30% | +3.5% |
| Q4 2021 | $3,024,000 | +20.4% | 60,014 | +20.7% | 0.28% | +10.5% |
| Q3 2021 | $2,512,000 | +147.2% | 49,735 | +147.4% | 0.26% | +69.7% |
| Q2 2021 | $1,016,000 | +10060.0% | 20,104 | +9612.1% | 0.15% | +7500.0% |
| Q1 2021 | $10,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | – | 207 | – | 0.00% | – |
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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% |