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 | $760,939 | +20.2% | 15,104 | +19.4% | 0.01% | -25.0% |
| Q4 2022 | $632,805 | -32.8% | 12,646 | -32.8% | 0.01% | -42.9% |
| Q3 2022 | $942,000 | -84.5% | 18,827 | -84.5% | 0.02% | -83.6% |
| Q2 2022 | $6,075,000 | -4.2% | 121,433 | -4.0% | 0.13% | +47.1% |
| Q1 2022 | $6,342,000 | +684.9% | 126,468 | +688.5% | 0.09% | +314.3% |
| Q4 2021 | $808,000 | -50.5% | 16,040 | -50.4% | 0.02% | -47.5% |
| Q3 2021 | $1,632,000 | +98.3% | 32,318 | +98.3% | 0.04% | +37.9% |
| Q2 2021 | $823,000 | +71.5% | 16,295 | +71.5% | 0.03% | 0.0% |
| Q1 2021 | $480,000 | -41.7% | 9,500 | -41.7% | 0.03% | -48.2% |
| Q4 2020 | $823,000 | -0.1% | 16,295 | 0.0% | 0.06% | -30.0% |
| Q3 2020 | $824,000 | +139.5% | 16,295 | +139.8% | 0.08% | +135.3% |
| Q2 2020 | $344,000 | -69.4% | 6,795 | -69.8% | 0.03% | -81.0% |
| Q1 2020 | $1,125,000 | -0.8% | 22,526 | 0.0% | 0.18% | -49.0% |
| Q4 2019 | $1,134,000 | -0.1% | 22,526 | 0.0% | 0.35% | -28.4% |
| Q3 2019 | $1,135,000 | -35.3% | 22,526 | -35.3% | 0.49% | -23.4% |
| Q2 2019 | $1,755,000 | – | 34,837 | – | 0.64% | – |
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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% |