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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $327 | +202.8% | 6,512 | +199.3% | 0.00% | 0.0% |
| Q4 2022 | $108 | -99.9% | 2,176 | -28.8% | 0.00% | 0.0% |
| Q3 2022 | $152,000 | -62.7% | 3,057 | -62.6% | 0.00% | -50.0% |
| Q2 2022 | $408,000 | +500.0% | 8,170 | +497.2% | 0.00% | – |
| Q1 2022 | $68,000 | -81.3% | 1,368 | -81.1% | 0.00% | -100.0% |
| Q4 2021 | $363,000 | -5.7% | 7,221 | -5.4% | 0.00% | 0.0% |
| Q3 2021 | $385,000 | -78.0% | 7,634 | -78.0% | 0.00% | -80.0% |
| Q2 2021 | $1,752,000 | +150.3% | 34,696 | +150.3% | 0.01% | +100.0% |
| Q1 2021 | $700,000 | +2816.7% | 13,862 | +2787.9% | 0.01% | – |
| Q4 2020 | $24,000 | +14.3% | 480 | +10.3% | 0.00% | – |
| Q3 2020 | $21,000 | -4.5% | 435 | 0.0% | 0.00% | – |
| Q2 2020 | $22,000 | 0.0% | 435 | 0.0% | 0.00% | – |
| Q1 2020 | $22,000 | 0.0% | 435 | 0.0% | 0.00% | – |
| Q4 2019 | $22,000 | -26.7% | 435 | -27.3% | 0.00% | – |
| Q3 2019 | $30,000 | 0.0% | 598 | 0.0% | 0.00% | – |
| Q2 2019 | $30,000 | 0.0% | 598 | 0.0% | 0.00% | – |
| Q1 2019 | $30,000 | – | 598 | – | 0.00% | – |
Download | ||||||
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% |