ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 332 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |