ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 374 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $180,058 | +48.0% | 3,574 | +47.7% | 0.00% | +50.0% |
| Q2 2023 | $121,676 | -30.5% | 2,419 | -30.6% | 0.00% | -33.3% |
| Q1 2023 | $175,121 | -62.3% | 3,485 | -62.5% | 0.00% | -62.5% |
| Q4 2022 | $464,571 | -0.9% | 9,284 | -1.0% | 0.01% | -11.1% |
| Q3 2022 | $469,000 | -32.7% | 9,374 | -32.7% | 0.01% | -30.8% |
| Q2 2022 | $697,000 | +21.6% | 13,932 | +21.9% | 0.01% | +44.4% |
| Q1 2022 | $573,000 | +34.5% | 11,425 | +35.1% | 0.01% | +50.0% |
| Q4 2021 | $426,000 | +42500.0% | 8,454 | +44394.7% | 0.01% | – |
| Q3 2021 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | -99.9% | 19 | -50.0% | 0.00% | – |
| Q1 2021 | $1,920,000 | +427.5% | 38 | -99.5% | 0.00% | -100.0% |
| Q4 2020 | $364,000 | -0.3% | 7,213 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $365,000 | -87.9% | 7,213 | -88.0% | 0.01% | -89.5% |
| Q2 2020 | $3,027,000 | +6.0% | 59,869 | +4.7% | 0.09% | -18.1% |
| Q1 2020 | $2,855,000 | -9.2% | 57,160 | -8.5% | 0.10% | +12.9% |
| Q4 2019 | $3,143,000 | +487.5% | 62,451 | +487.5% | 0.09% | +416.7% |
| Q3 2019 | $535,000 | +49.9% | 10,630 | +49.8% | 0.02% | +38.5% |
| Q2 2019 | $357,000 | +0.3% | 7,096 | 0.0% | 0.01% | -13.3% |
| Q1 2019 | $356,000 | – | 7,096 | – | 0.02% | – |
Download | ||||||
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% |