ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 417 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $652,867 | -52.0% | 12,964 | -52.0% | 0.08% | -55.9% |
| Q3 2023 | $1,360,058 | +19.9% | 26,996 | +19.7% | 0.18% | +24.3% |
| Q2 2023 | $1,134,567 | -0.1% | 22,556 | -0.2% | 0.14% | -5.3% |
| Q1 2023 | $1,135,349 | +6.1% | 22,594 | +5.7% | 0.15% | -5.6% |
| Q4 2022 | $1,070,105 | -0.9% | 21,385 | -1.0% | 0.16% | -13.4% |
| Q3 2022 | $1,080,000 | +142.7% | 21,604 | +143.0% | 0.19% | +154.8% |
| Q2 2022 | $445,000 | – | 8,892 | – | 0.07% | – |
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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% |