ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 406 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $429,101 | -35.9% | 8,530 | -36.0% | 0.01% | -44.4% |
| Q1 2023 | $669,769 | -29.5% | 13,328 | -29.7% | 0.02% | -25.0% |
| Q4 2022 | $949,406 | +4.7% | 18,972 | +4.6% | 0.02% | -4.0% |
| Q3 2022 | $907,000 | +342.4% | 18,140 | +343.0% | 0.02% | +400.0% |
| Q2 2022 | $205,000 | -10.1% | 4,095 | -9.4% | 0.01% | 0.0% |
| Q4 2021 | $228,000 | -3.4% | 4,521 | -3.4% | 0.01% | -16.7% |
| Q3 2021 | $236,000 | -36.2% | 4,680 | -36.0% | 0.01% | -33.3% |
| Q2 2021 | $370,000 | +3.6% | 7,314 | +3.6% | 0.01% | -10.0% |
| Q1 2021 | $357,000 | -35.7% | 7,060 | -35.7% | 0.01% | -37.5% |
| Q4 2020 | $555,000 | -66.0% | 10,985 | -65.9% | 0.02% | -70.4% |
| Q3 2020 | $1,630,000 | -7.3% | 32,225 | -7.3% | 0.05% | -14.3% |
| Q2 2020 | $1,758,000 | -21.9% | 34,775 | -22.8% | 0.06% | -38.8% |
| Q1 2020 | $2,250,000 | +0.2% | 45,040 | +0.9% | 0.10% | +17.0% |
| Q4 2019 | $2,246,000 | -11.0% | 44,634 | -10.9% | 0.09% | -19.3% |
| Q3 2019 | $2,525,000 | -19.7% | 50,103 | -19.7% | 0.11% | -19.9% |
| Q2 2019 | $3,146,000 | +1.4% | 62,430 | +1.2% | 0.14% | -2.9% |
| Q1 2019 | $3,104,000 | -1.5% | 61,707 | -1.9% | 0.14% | -13.6% |
| Q4 2018 | $3,151,000 | – | 62,917 | – | 0.16% | – |
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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% |