ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 125 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $607,000 | -96.9% | 12,022 | -96.9% | 0.14% | -97.1% |
| Q4 2019 | $19,322,000 | +278.5% | 383,913 | +278.9% | 4.67% | +286.4% |
| Q3 2019 | $5,105,000 | +12.0% | 101,320 | +12.0% | 1.21% | +1.6% |
| Q2 2019 | $4,557,000 | +29.6% | 90,425 | +29.3% | 1.19% | +21.7% |
| Q1 2019 | $3,517,000 | – | 69,924 | – | 0.98% | – |
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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% |