ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 162 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $216,000 | -8.1% | 4,270 | -8.2% | 0.09% | -11.2% |
| Q4 2020 | $235,000 | +8.8% | 4,653 | +9.0% | 0.10% | -31.0% |
| Q3 2020 | $216,000 | -84.7% | 4,270 | -84.7% | 0.14% | -82.8% |
| Q2 2020 | $1,410,000 | -1.7% | 27,894 | -2.0% | 0.83% | -33.2% |
| Q1 2020 | $1,434,000 | +554.8% | 28,451 | +554.5% | 1.24% | +527.9% |
| Q4 2019 | $219,000 | 0.0% | 4,347 | 0.0% | 0.20% | -13.2% |
| Q3 2019 | $219,000 | -53.1% | 4,347 | -53.0% | 0.23% | -56.2% |
| Q2 2019 | $467,000 | – | 9,241 | – | 0.52% | – |
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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% |