ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 374 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $402,134 | -4.9% | 7,982 | -5.1% | 0.05% | -2.0% |
Q2 2023 | $422,873 | -19.2% | 8,407 | -19.2% | 0.05% | -23.1% |
Q1 2023 | $523,103 | -73.2% | 10,410 | -73.3% | 0.06% | -73.8% |
Q4 2022 | $1,950,059 | -62.4% | 38,970 | -62.4% | 0.25% | -65.2% |
Q3 2022 | $5,182,000 | -28.4% | 103,612 | -28.3% | 0.71% | -24.1% |
Q2 2022 | $7,234,000 | -44.4% | 144,562 | -44.3% | 0.94% | -37.5% |
Q1 2022 | $13,012,000 | -0.7% | 259,470 | -0.3% | 1.50% | -1.1% |
Q4 2021 | $13,110,000 | +1725.9% | 260,170 | +1729.6% | 1.52% | +1516.0% |
Q3 2021 | $718,000 | -0.6% | 14,220 | -0.5% | 0.09% | -6.0% |
Q2 2021 | $722,000 | -7.1% | 14,285 | -7.1% | 0.10% | -15.3% |
Q1 2021 | $777,000 | +22.7% | 15,385 | +22.8% | 0.12% | +10.3% |
Q4 2020 | $633,000 | +187.7% | 12,525 | +187.9% | 0.11% | +148.8% |
Q3 2020 | $220,000 | – | 4,350 | – | 0.04% | – |
Download |
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% |