ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 412 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,262,472 | +0.4% | 164,003 | +0.3% | 0.96% | +1.8% |
| Q2 2023 | $8,228,074 | +0.1% | 163,580 | 0.0% | 0.94% | -1.1% |
| Q1 2023 | $8,219,895 | +4009.9% | 163,580 | +3995.6% | 0.95% | +3696.0% |
| Q3 2022 | $200,000 | 0.0% | 3,994 | 0.0% | 0.02% | +4.2% |
| Q2 2022 | $200,000 | 0.0% | 3,994 | 0.0% | 0.02% | +9.1% |
| Q1 2022 | $200,000 | -0.5% | 3,994 | 0.0% | 0.02% | +10.0% |
| Q4 2021 | $201,000 | – | 3,994 | – | 0.02% | – |
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% |