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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |