ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,905,715 | -2.3% | 64,426 | +1.9% | 0.09% | -10.9% |
| Q2 2023 | $1,951,172 | +746.1% | 63,247 | +752.5% | 0.10% | +676.9% |
| Q1 2023 | $230,597 | +8.4% | 7,419 | +4.6% | 0.01% | -13.3% |
| Q4 2022 | $212,757 | -32.9% | 7,092 | -25.5% | 0.02% | -50.0% |
| Q4 2020 | $317,000 | +11.6% | 9,520 | +0.6% | 0.03% | -6.2% |
| Q3 2020 | $284,000 | – | 9,460 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WADDELL & ASSOCIATES, LLC | 723,168 | $18,925,000 | 3.66% |
| Coulter & Justus Financial Services, LLC | 98,004 | $2,565,000 | 2.00% |
| ARGI Investment Services, LLC | 1,003,290 | $26,256,000 | 0.92% |
| CGN Advisors LLC | 122,773 | $3,213,000 | 0.81% |
| Beaird Harris Wealth Management, LLC | 139,401 | $3,648,000 | 0.80% |
| FINANCIAL MANAGEMENT NETWORK INC | 58,212 | $1,617,000 | 0.80% |
| RHS Financial, LLC | 32,279 | $845,000 | 0.75% |
| Klaas Financial Asset Advisors, LLC | 93,035 | $2,435,000 | 0.62% |
| SENTINEL PENSION ADVISORS INC | 57,396 | $1,502,000 | 0.52% |
| Bedel Financial Consulting, Inc. | 65,093 | $1,853,000 | 0.49% |