ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 332 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,042,946 | -3.2% | 80,249 | -3.3% | 1.15% | -6.0% |
| Q2 2023 | $4,176,126 | -1.7% | 83,024 | -1.8% | 1.22% | -0.2% |
| Q1 2023 | $4,247,699 | +103755.7% | 84,531 | +3.4% | 1.22% | -7.6% |
| Q4 2022 | $4,090 | -99.9% | 81,738 | +10.3% | 1.32% | +2.5% |
| Q3 2022 | $3,706,000 | +0.6% | 74,104 | +0.7% | 1.29% | +8.6% |
| Q2 2022 | $3,683,000 | +1.2% | 73,604 | +1.4% | 1.19% | +17.7% |
| Q1 2022 | $3,639,000 | +15.1% | 72,557 | +15.7% | 1.01% | +14.2% |
| Q4 2021 | $3,161,000 | +118.8% | 62,736 | +119.3% | 0.88% | +101.1% |
| Q3 2021 | $1,445,000 | +548.0% | 28,613 | +548.8% | 0.44% | +547.1% |
| Q2 2021 | $223,000 | – | 4,410 | – | 0.07% | – |
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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% |