ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 401 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |