ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 334 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,356 | +0.2% | 543 | 0.0% | 0.01% | +11.1% |
| Q2 2023 | $27,313 | +0.1% | 543 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $27,286 | +82584.8% | 543 | -18.3% | 0.01% | -23.1% |
| Q4 2022 | $33 | -99.9% | 665 | 0.0% | 0.01% | -7.1% |
| Q3 2022 | $33,000 | -52.2% | 665 | -51.6% | 0.01% | -50.0% |
| Q2 2022 | $69,000 | 0.0% | 1,373 | 0.0% | 0.03% | +16.7% |
| Q1 2022 | $69,000 | 0.0% | 1,373 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $69,000 | 0.0% | 1,373 | 0.0% | 0.02% | -14.3% |
| Q3 2021 | $69,000 | 0.0% | 1,373 | 0.0% | 0.03% | -9.7% |
| Q2 2021 | $69,000 | 0.0% | 1,373 | 0.0% | 0.03% | -6.1% |
| Q1 2021 | $69,000 | +97.1% | 1,373 | +96.7% | 0.03% | +50.0% |
| Q4 2020 | $35,000 | -38.6% | 698 | -38.3% | 0.02% | -45.0% |
| Q3 2020 | $57,000 | 0.0% | 1,132 | 0.0% | 0.04% | -4.8% |
| Q2 2020 | $57,000 | +21.3% | 1,132 | +20.4% | 0.04% | +5.0% |
| Q1 2020 | $47,000 | 0.0% | 940 | 0.0% | 0.04% | +21.2% |
| Q4 2019 | $47,000 | 0.0% | 940 | 0.0% | 0.03% | +22.2% |
| Q3 2019 | $47,000 | 0.0% | 940 | 0.0% | 0.03% | +3.8% |
| Q2 2019 | $47,000 | 0.0% | 940 | 0.0% | 0.03% | -3.7% |
| Q1 2019 | $47,000 | 0.0% | 940 | 0.0% | 0.03% | -6.9% |
| Q4 2018 | $47,000 | – | 940 | – | 0.03% | – |
Download | ||||||
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% |