ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $169,176 | -1.3% | 3,358 | -1.5% | 0.00% | 0.0% |
| Q2 2023 | $171,483 | -94.7% | 3,409 | -94.7% | 0.00% | -95.0% |
| Q1 2023 | $3,233,209 | -49.1% | 64,342 | -51.1% | 0.04% | -76.6% |
| Q4 2022 | $6,353,650 | -3.5% | 131,558 | -0.1% | 0.17% | +58.3% |
| Q3 2022 | $6,587,000 | +744.5% | 131,708 | +744.9% | 0.11% | +730.8% |
| Q2 2022 | $780,000 | -50.4% | 15,589 | -50.4% | 0.01% | -48.0% |
| Q1 2022 | $1,574,000 | -11.8% | 31,399 | -11.3% | 0.02% | -7.4% |
| Q4 2021 | $1,784,000 | +33.3% | 35,405 | +33.6% | 0.03% | -18.2% |
| Q3 2021 | $1,338,000 | -10.7% | 26,494 | -10.6% | 0.03% | -17.5% |
| Q2 2021 | $1,498,000 | -2.0% | 29,646 | -2.0% | 0.04% | -13.0% |
| Q1 2021 | $1,528,000 | +0.9% | 30,250 | +0.9% | 0.05% | -8.0% |
| Q4 2020 | $1,514,000 | +19.7% | 29,967 | +19.8% | 0.05% | +13.6% |
| Q3 2020 | $1,265,000 | +66.2% | 25,013 | +66.2% | 0.04% | +46.7% |
| Q2 2020 | $761,000 | -31.3% | 15,051 | -32.1% | 0.03% | -43.4% |
| Q1 2020 | $1,107,000 | -9.3% | 22,171 | -8.6% | 0.05% | +8.2% |
| Q4 2019 | $1,221,000 | -3.9% | 24,265 | -3.8% | 0.05% | -12.5% |
| Q3 2019 | $1,271,000 | +67.2% | 25,219 | +67.1% | 0.06% | +19.1% |
| Q2 2019 | $760,000 | -22.1% | 15,092 | -22.2% | 0.05% | -25.4% |
| Q1 2019 | $975,000 | -64.1% | 19,393 | -64.2% | 0.06% | -64.0% |
| Q4 2018 | $2,715,000 | +88.4% | 54,210 | +88.7% | 0.18% | +57.7% |
| Q3 2018 | $1,441,000 | – | 28,722 | – | 0.11% | – |
Download | ||||||
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% |