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 | $633,588 | -26.5% | 12,576 | -26.6% | 0.21% | -14.8% |
| Q2 2023 | $861,883 | -18.3% | 17,135 | -18.4% | 0.25% | -24.0% |
| Q1 2023 | $1,055,042 | -3.1% | 20,995 | -3.5% | 0.33% | -9.9% |
| Q4 2022 | $1,088,814 | -0.7% | 21,759 | -0.7% | 0.36% | -18.9% |
| Q2 2022 | $1,097,000 | +12.2% | 21,913 | +12.3% | 0.45% | +23.3% |
| Q1 2022 | $978,000 | +88.4% | 19,511 | +89.4% | 0.36% | +89.1% |
| Q4 2021 | $519,000 | +118.1% | 10,300 | +118.9% | 0.19% | +96.9% |
| Q3 2021 | $238,000 | – | 4,705 | – | 0.10% | – |
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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% |