ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 412 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91,188 | +0.2% | 1,810 | 0.0% | 0.02% | +5.9% |
| Q2 2023 | $91,043 | +0.1% | 1,810 | 0.0% | 0.02% | -10.5% |
| Q1 2023 | $90,953 | +0.4% | 1,810 | 0.0% | 0.02% | -9.5% |
| Q4 2022 | $90,572 | -16.9% | 1,810 | -16.7% | 0.02% | -27.6% |
| Q3 2022 | $109,000 | +10.1% | 2,173 | +10.1% | 0.03% | +16.0% |
| Q2 2022 | $99,000 | +8.8% | 1,973 | +9.0% | 0.02% | +19.0% |
| Q1 2022 | $91,000 | -35.5% | 1,810 | -35.5% | 0.02% | -38.2% |
| Q4 2021 | $141,000 | -0.7% | 2,805 | 0.0% | 0.03% | -12.8% |
| Q3 2021 | $142,000 | 0.0% | 2,805 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $142,000 | 0.0% | 2,805 | 0.0% | 0.04% | -11.4% |
| Q1 2021 | $142,000 | 0.0% | 2,805 | 0.0% | 0.04% | -10.2% |
| Q4 2020 | $142,000 | – | 2,805 | – | 0.05% | – |
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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% |