ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,476 | -30.6% | 1,121 | -30.7% | 0.02% | -30.8% |
| Q2 2023 | $81,335 | +0.1% | 1,617 | 0.0% | 0.03% | -3.7% |
| Q1 2023 | $81,254 | -63.7% | 1,617 | -63.9% | 0.03% | -66.7% |
| Q4 2022 | $224,129 | -84.7% | 4,479 | -84.7% | 0.08% | -86.1% |
| Q3 2022 | $1,463,000 | +0.7% | 29,258 | +0.7% | 0.58% | +3.0% |
| Q2 2022 | $1,453,000 | +13.3% | 29,045 | +13.6% | 0.56% | +38.6% |
| Q1 2022 | $1,283,000 | +8.7% | 25,576 | +9.3% | 0.41% | +10.6% |
| Q4 2021 | $1,180,000 | +2045.5% | 23,410 | +2061.6% | 0.37% | +1740.0% |
| Q3 2021 | $55,000 | – | 1,083 | – | 0.02% | – |
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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% |