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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $917,320 | -2.0% | 18,208 | -2.1% | 0.10% | +9.6% |
| Q2 2023 | $935,983 | -0.8% | 18,608 | -0.9% | 0.09% | -9.6% |
| Q1 2023 | $943,796 | -3.7% | 18,782 | -4.1% | 0.10% | -13.3% |
| Q4 2022 | $979,733 | -2.5% | 19,579 | -2.6% | 0.12% | -8.4% |
| Q3 2022 | $1,005,000 | -27.5% | 20,099 | -27.4% | 0.13% | -23.4% |
| Q2 2022 | $1,386,000 | -5.8% | 27,695 | -5.6% | 0.17% | -5.5% |
| Q1 2022 | $1,471,000 | -4.1% | 29,334 | -3.7% | 0.18% | -1.6% |
| Q4 2021 | $1,534,000 | -14.7% | 30,448 | -14.5% | 0.18% | -21.7% |
| Q3 2021 | $1,798,000 | +3.8% | 35,601 | +3.8% | 0.24% | 0.0% |
| Q2 2021 | $1,733,000 | -0.5% | 34,295 | -0.5% | 0.24% | -10.6% |
| Q1 2021 | $1,741,000 | -0.3% | 34,470 | -0.3% | 0.26% | -5.4% |
| Q4 2020 | $1,747,000 | +10.4% | 34,574 | +10.5% | 0.28% | -3.8% |
| Q3 2020 | $1,582,000 | +158.1% | 31,285 | +158.2% | 0.29% | +133.1% |
| Q2 2020 | $613,000 | +172.4% | 12,115 | +169.8% | 0.12% | +82.4% |
| Q4 2018 | $225,000 | -6.2% | 4,490 | -6.3% | 0.07% | +13.3% |
| Q3 2018 | $240,000 | – | 4,790 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,439,754 | $72,045,000 | 30.68% |
| Rain Capital Management, LLC | 431,762 | $21,605,000 | 15.53% |
| PEAK FINANCIAL ADVISORS LLC | 284,360 | $14,229,000 | 14.09% |
| Tempus Wealth Planning, LLC | 242,157 | $12,118,000 | 9.96% |
| Summit Wealth Group, LLC | 151,852 | $7,599,000 | 8.98% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 212,950 | $10,656,000 | 8.77% |
| Capital Advantage, Inc. | 732,249 | $36,642,000 | 8.08% |
| Winthrop Advisory Group LLC | 667,336 | $33,394,000 | 7.84% |
| FOSTER DYKEMA CABOT & CO INC/MA | 1,167,639 | $58,429,000 | 7.21% |
| Doyle Wealth Management | 1,752,218 | $87,681,000 | 7.08% |