ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 269 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| 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% |