ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 407 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,540,754 | +1.3% | 50,282 | +1.3% | 0.22% | -1.8% |
| Q1 2024 | $2,508,478 | -0.7% | 49,614 | -1.1% | 0.23% | -9.2% |
| Q4 2023 | $2,526,259 | -2.2% | 50,164 | -2.1% | 0.25% | -11.6% |
| Q3 2023 | $2,582,348 | +1.4% | 51,257 | +1.3% | 0.28% | +3.3% |
| Q2 2023 | $2,545,965 | -9.5% | 50,616 | -9.6% | 0.28% | -14.6% |
| Q1 2023 | $2,814,711 | +1.1% | 56,014 | +0.6% | 0.32% | -6.9% |
| Q4 2022 | $2,784,977 | -5.8% | 55,655 | -5.9% | 0.35% | -15.4% |
| Q3 2022 | $2,956,000 | +0.3% | 59,118 | +0.4% | 0.41% | -2.9% |
| Q2 2022 | $2,947,000 | -16.3% | 58,903 | -16.2% | 0.42% | -13.0% |
| Q1 2022 | $3,522,000 | +235.7% | 70,331 | +237.8% | 0.48% | +248.2% |
| Q4 2021 | $1,049,000 | – | 20,820 | – | 0.14% | – |
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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% |