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 | $206,508 | -3.4% | 4,099 | -3.9% | 0.33% | +1.9% |
| Q2 2023 | $213,669 | -0.2% | 4,264 | +0.0% | 0.32% | -8.0% |
| Q1 2023 | $214,172 | -1.9% | 4,262 | -2.3% | 0.35% | +16.8% |
| Q4 2022 | $218,375 | -13.7% | 4,364 | -13.7% | 0.30% | +16.4% |
| Q3 2022 | $253,000 | +12.9% | 5,058 | +13.2% | 0.26% | +9.4% |
| Q2 2022 | $224,000 | -2.2% | 4,470 | -2.0% | 0.23% | +12.0% |
| Q1 2022 | $229,000 | -7.7% | 4,560 | -7.3% | 0.21% | -7.1% |
| Q4 2021 | $248,000 | +10.7% | 4,918 | +10.7% | 0.22% | +2.7% |
| Q3 2021 | $224,000 | -3.4% | 4,444 | -3.2% | 0.22% | -1.8% |
| Q2 2021 | $232,000 | -1.3% | 4,589 | -1.4% | 0.22% | -7.5% |
| Q1 2021 | $235,000 | -2.9% | 4,656 | -2.9% | 0.24% | -7.3% |
| Q4 2020 | $242,000 | – | 4,794 | – | 0.26% | – |
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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% |