ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 299 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $272,019 | -32.6% | 5,408 | -32.7% | 0.04% | -33.3% |
| Q1 2023 | $403,867 | -21.0% | 8,037 | -21.3% | 0.06% | -24.1% |
| Q4 2022 | $511,114 | -30.4% | 10,214 | -30.4% | 0.08% | -28.8% |
| Q3 2022 | $734,000 | +0.3% | 14,681 | +0.3% | 0.11% | +3.7% |
| Q2 2022 | $732,000 | +8.1% | 14,632 | +8.1% | 0.11% | +12.6% |
| Q1 2022 | $677,000 | -18.0% | 13,537 | -17.4% | 0.10% | -19.5% |
| Q4 2021 | $826,000 | -10.9% | 16,397 | -10.8% | 0.12% | -12.6% |
| Q3 2021 | $927,000 | +15.4% | 18,372 | +15.5% | 0.14% | +13.4% |
| Q2 2021 | $803,000 | -27.5% | 15,901 | -27.5% | 0.12% | -33.5% |
| Q1 2021 | $1,108,000 | -55.3% | 21,938 | -55.3% | 0.18% | -57.0% |
| Q4 2020 | $2,481,000 | +15.2% | 49,122 | +15.3% | 0.42% | +13.0% |
| Q3 2020 | $2,154,000 | +328.2% | 42,598 | +327.9% | 0.37% | +300.0% |
| Q2 2020 | $503,000 | – | 9,954 | – | 0.09% | – |
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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% |