ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 403 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |