ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 367 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $960,864 | -10.4% | 19,072 | -10.5% | 0.03% | -11.4% |
| Q2 2023 | $1,071,866 | +99.9% | 21,309 | +99.7% | 0.04% | +84.2% |
| Q1 2023 | $536,168 | -2.9% | 10,670 | -3.4% | 0.02% | -5.0% |
| Q4 2022 | $552,442 | +147.7% | 11,040 | +147.9% | 0.02% | +100.0% |
| Q3 2022 | $223,000 | -69.2% | 4,453 | -69.3% | 0.01% | -54.5% |
| Q2 2022 | $725,000 | +86.9% | 14,487 | +87.0% | 0.02% | -4.3% |
| Q1 2022 | $388,000 | +79.6% | 7,745 | +80.5% | 0.02% | +9.5% |
| Q4 2021 | $216,000 | +5.4% | 4,291 | +5.7% | 0.02% | +5.0% |
| Q2 2020 | $205,000 | -62.2% | 4,060 | -62.6% | 0.02% | -67.2% |
| Q1 2020 | $543,000 | -4.6% | 10,863 | -3.9% | 0.06% | +22.0% |
| Q4 2019 | $569,000 | – | 11,306 | – | 0.05% | – |
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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% |