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 | $11,695,625 | +5.0% | 232,148 | +4.8% | 1.75% | -3.8% |
| Q2 2023 | $11,137,108 | +11.7% | 221,414 | +11.6% | 1.82% | -23.8% |
| Q1 2023 | $9,966,234 | +35.8% | 198,333 | +35.2% | 2.39% | +22.7% |
| Q4 2022 | $7,338,466 | -9.5% | 146,652 | -9.6% | 1.95% | -20.3% |
| Q3 2022 | $8,113,000 | +0.2% | 162,228 | +0.3% | 2.45% | +3.6% |
| Q2 2022 | $8,096,000 | -3.4% | 161,793 | -3.2% | 2.36% | -2.6% |
| Q1 2022 | $8,378,000 | – | 167,068 | – | 2.43% | – |
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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% |