ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 269 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,115 | -1.4% | 22,123 | -1.6% | 0.17% | +1.2% |
| Q2 2023 | $1,131 | +0.2% | 22,488 | +0.1% | 0.17% | -9.1% |
| Q1 2023 | $1,129 | -7.7% | 22,460 | -8.1% | 0.19% | -12.3% |
| Q4 2022 | $1,223 | -99.9% | 24,440 | +0.1% | 0.21% | -10.9% |
| Q3 2022 | $1,221,000 | +31.4% | 24,415 | +31.5% | 0.24% | +36.8% |
| Q2 2022 | $929,000 | +27.6% | 18,560 | +27.8% | 0.17% | +43.8% |
| Q1 2022 | $728,000 | +240.2% | 14,524 | +241.7% | 0.12% | +245.7% |
| Q4 2021 | $214,000 | -0.5% | 4,251 | 0.0% | 0.04% | -7.9% |
| Q3 2021 | $215,000 | 0.0% | 4,251 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $215,000 | 0.0% | 4,251 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $215,000 | -35.8% | 4,251 | -35.8% | 0.04% | -47.3% |
| Q4 2020 | $335,000 | +570.0% | 6,623 | +567.0% | 0.07% | +516.7% |
| Q3 2020 | $50,000 | 0.0% | 993 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $50,000 | -71.1% | 993 | -71.3% | 0.01% | -75.9% |
| Q1 2020 | $173,000 | -44.6% | 3,456 | -44.2% | 0.05% | -32.5% |
| Q4 2019 | $312,000 | – | 6,195 | – | 0.08% | – |
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% |