ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 401 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $210,703 | -33.1% | 4,211 | -33.2% | 0.17% | -22.4% |
| Q3 2022 | $315,000 | -63.9% | 6,308 | -63.7% | 0.22% | -53.1% |
| Q1 2022 | $872,000 | -4.9% | 17,395 | -4.5% | 0.48% | -1.9% |
| Q4 2021 | $917,000 | -12.2% | 18,214 | -11.9% | 0.48% | -17.1% |
| Q3 2021 | $1,044,000 | -5.4% | 20,677 | -5.4% | 0.58% | -3.8% |
| Q2 2021 | $1,104,000 | -0.5% | 21,865 | -0.4% | 0.61% | -6.3% |
| Q1 2021 | $1,109,000 | -1.3% | 21,963 | -1.3% | 0.65% | -7.6% |
| Q4 2020 | $1,124,000 | +3.0% | 22,252 | +3.1% | 0.70% | -9.9% |
| Q3 2020 | $1,091,000 | +38.5% | 21,577 | +38.4% | 0.78% | +21.0% |
| Q2 2020 | $788,000 | +177.5% | 15,587 | +173.6% | 0.64% | +115.8% |
| Q1 2020 | $284,000 | – | 5,697 | – | 0.30% | – |
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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% |