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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $484,250 | +23.2% | 9,677 | +23.1% | 0.03% | +10.0% |
| Q3 2022 | $393,000 | +59.8% | 7,860 | +60.1% | 0.03% | +57.9% |
| Q2 2022 | $246,000 | -44.8% | 4,910 | -44.3% | 0.02% | -44.1% |
| Q3 2021 | $446,000 | -6.7% | 8,821 | -6.9% | 0.03% | -10.5% |
| Q2 2021 | $478,000 | +5.1% | 9,471 | +5.3% | 0.04% | -9.5% |
| Q1 2021 | $455,000 | +16.4% | 8,997 | +16.3% | 0.04% | +13.5% |
| Q4 2020 | $391,000 | +14.3% | 7,734 | +14.2% | 0.04% | -5.1% |
| Q3 2020 | $342,000 | – | 6,770 | – | 0.04% | – |
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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% |