ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 269 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,439,754 | $72,045,000 | 30.68% |
| Rain Capital Management, LLC | 431,762 | $21,605,000 | 15.53% |
| PEAK FINANCIAL ADVISORS LLC | 284,360 | $14,229,000 | 14.09% |
| Tempus Wealth Planning, LLC | 242,157 | $12,118,000 | 9.96% |
| Summit Wealth Group, LLC | 151,852 | $7,599,000 | 8.98% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 212,950 | $10,656,000 | 8.77% |
| Capital Advantage, Inc. | 732,249 | $36,642,000 | 8.08% |
| Winthrop Advisory Group LLC | 667,336 | $33,394,000 | 7.84% |
| FOSTER DYKEMA CABOT & CO INC/MA | 1,167,639 | $58,429,000 | 7.21% |
| Doyle Wealth Management | 1,752,218 | $87,681,000 | 7.08% |