ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 50 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $1,281,248 | -2.1% | 25,497 | -2.5% | 0.10% | -12.6% |
Q4 2022 | $1,309,120 | -8.6% | 26,161 | -8.6% | 0.11% | -16.5% |
Q3 2022 | $1,432,000 | -39.3% | 28,628 | -39.3% | 0.13% | -35.4% |
Q2 2022 | $2,361,000 | -0.1% | 47,186 | +0.1% | 0.21% | +13.8% |
Q1 2022 | $2,364,000 | -20.0% | 47,141 | -19.6% | 0.18% | -21.0% |
Q4 2021 | $2,954,000 | +6.3% | 58,630 | +6.6% | 0.23% | -5.4% |
Q3 2021 | $2,779,000 | +13.5% | 55,023 | +13.6% | 0.24% | +12.6% |
Q2 2021 | $2,448,000 | -6.8% | 48,455 | -6.8% | 0.22% | -10.4% |
Q1 2021 | $2,627,000 | -21.3% | 51,997 | -21.3% | 0.24% | -32.2% |
Q4 2020 | $3,336,000 | -3.2% | 66,031 | -3.2% | 0.35% | -7.1% |
Q3 2020 | $3,448,000 | +0.6% | 68,191 | +0.6% | 0.38% | -10.4% |
Q2 2020 | $3,426,000 | +15.7% | 67,760 | +14.3% | 0.42% | -3.8% |
Q1 2020 | $2,961,000 | -45.9% | 59,282 | -45.5% | 0.44% | -26.6% |
Q4 2019 | $5,472,000 | -5.5% | 108,720 | -5.4% | 0.60% | -15.7% |
Q3 2019 | $5,791,000 | +43.0% | 114,926 | +43.0% | 0.71% | +42.8% |
Q2 2019 | $4,050,000 | +14.1% | 80,382 | +14.0% | 0.50% | -58.9% |
Q1 2019 | $3,548,000 | +10.8% | 70,537 | +10.3% | 1.22% | -12.6% |
Q4 2018 | $3,203,000 | +33.7% | 63,962 | +33.8% | 1.39% | +31.4% |
Q3 2018 | $2,395,000 | – | 47,815 | – | 1.06% | – |
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% |