ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 186 filers reported holding ISHARES TR in Q1 2020. 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 ↓ |
|---|---|---|---|
| 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% |