ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 448 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $296,669 | -22.3% | 5,898 | -22.4% | 0.10% | -27.3% |
| Q1 2023 | $381,800 | -10.9% | 7,598 | -11.3% | 0.14% | -14.7% |
| Q4 2022 | $428,743 | -10.5% | 8,568 | -10.6% | 0.16% | -18.9% |
| Q3 2022 | $479,000 | +52.1% | 9,589 | +51.9% | 0.20% | +63.4% |
| Q2 2022 | $315,000 | +6.4% | 6,312 | +6.8% | 0.12% | +21.8% |
| Q1 2022 | $296,000 | +44.4% | 5,912 | +45.6% | 0.10% | +50.7% |
| Q4 2021 | $205,000 | – | 4,061 | – | 0.07% | – |
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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% |