ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 87 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $545,983 | -10.8% | 18,458 | -7.0% | 0.04% | -10.0% |
| Q2 2023 | $612,151 | +0.7% | 19,843 | +1.5% | 0.04% | -4.8% |
| Q1 2023 | $607,595 | +103585.2% | 19,548 | +0.1% | 0.04% | +2.4% |
| Q4 2022 | $586 | -99.9% | 19,535 | +39.0% | 0.04% | +24.2% |
| Q1 2022 | $482,000 | -31.6% | 14,054 | -27.8% | 0.03% | -34.0% |
| Q4 2021 | $705,000 | – | 19,456 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 372,848 | $11,589,011 | 7.56% |
| WADDELL & ASSOCIATES, LLC | 1,161,378 | $36,098,406 | 5.64% |
| Intelligence Driven Advisers, LLC | 591,771 | $18,241,334 | 3.28% |
| AllGen Financial Advisors, Inc. | 136,623 | $4,246,571 | 2.96% |
| Financial Strategies Group, Inc. | 164,231 | $5,104,693 | 1.97% |
| Richard P Slaughter Associates Inc | 136,251 | $4,235,008 | 1.38% |
| CGN Advisors LLC | 216,850 | $6,740,218 | 1.06% |
| BEAM WEALTH ADVISORS, INC. | 32,795 | $1,019,348 | 1.02% |
| Beaird Harris Wealth Management, LLC | 182,836 | $5,682,985 | 1.02% |
| FINANCIAL MANAGEMENT NETWORK INC | 74,438 | $2,331,382 | 0.94% |