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 2022 | $232,000 | -1.7% | 4,623 | -1.3% | 0.02% | +5.9% |
| Q4 2021 | $236,000 | -0.4% | 4,684 | +0.0% | 0.02% | -10.5% |
| Q3 2021 | $237,000 | 0.0% | 4,683 | 0.0% | 0.02% | +26.7% |
| Q2 2021 | $237,000 | 0.0% | 4,683 | 0.0% | 0.02% | -11.8% |
| Q1 2021 | $237,000 | 0.0% | 4,683 | 0.0% | 0.02% | -15.0% |
| Q4 2020 | $237,000 | 0.0% | 4,683 | +0.0% | 0.02% | -16.7% |
| Q3 2020 | $237,000 | -15.4% | 4,682 | -15.5% | 0.02% | -36.8% |
| Q2 2020 | $280,000 | -7.0% | 5,539 | -8.2% | 0.04% | -11.6% |
| Q1 2020 | $301,000 | -7.7% | 6,035 | -6.8% | 0.04% | +10.3% |
| Q4 2019 | $326,000 | 0.0% | 6,473 | +0.1% | 0.04% | -11.4% |
| Q3 2019 | $326,000 | -23.3% | 6,469 | -23.3% | 0.04% | -29.0% |
| Q2 2019 | $425,000 | -33.9% | 8,437 | -34.0% | 0.06% | -42.1% |
| Q1 2019 | $643,000 | -10.8% | 12,788 | -11.2% | 0.11% | -23.0% |
| Q4 2018 | $721,000 | +0.3% | 14,403 | +0.6% | 0.14% | -10.3% |
| Q3 2018 | $719,000 | – | 14,321 | – | 0.16% | – |
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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% |