ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 448 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,212 | -15.0% | 1,215 | -15.1% | 0.00% | -25.0% |
| Q2 2023 | $71,979 | -1.5% | 1,431 | -1.6% | 0.00% | 0.0% |
| Q1 2023 | $73,064 | +17.7% | 1,454 | +17.2% | 0.00% | 0.0% |
| Q4 2022 | $62,100 | -1.4% | 1,241 | -1.7% | 0.00% | 0.0% |
| Q3 2022 | $63,000 | 0.0% | 1,262 | -1.0% | 0.00% | +33.3% |
| Q2 2022 | $63,000 | -3.1% | 1,275 | -2.6% | 0.00% | 0.0% |
| Q1 2022 | $65,000 | -18.8% | 1,309 | -18.4% | 0.00% | 0.0% |
| Q4 2021 | $80,000 | +8.1% | 1,605 | +8.2% | 0.00% | 0.0% |
| Q3 2021 | $74,000 | -5.1% | 1,484 | -4.7% | 0.00% | 0.0% |
| Q2 2021 | $78,000 | -55.7% | 1,558 | -55.4% | 0.00% | -40.0% |
| Q1 2021 | $176,000 | +208.8% | 3,494 | +11.3% | 0.01% | +150.0% |
| Q4 2020 | $57,000 | -13.6% | 3,139 | +139.3% | 0.00% | -33.3% |
| Q3 2020 | $66,000 | 0.0% | 1,312 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $66,000 | +560.0% | 1,312 | +501.8% | 0.00% | +300.0% |
| Q2 2019 | $10,000 | -83.6% | 218 | -82.0% | 0.00% | -75.0% |
| Q1 2019 | $61,000 | – | 1,214 | – | 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% |