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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,339,942 | -27.1% | 86,281 | -27.2% | 2.73% | -30.8% |
| Q1 2023 | $5,956,473 | -6.6% | 118,537 | -7.0% | 3.94% | +11.2% |
| Q4 2022 | $6,375,762 | -0.1% | 127,413 | -0.1% | 3.54% | -9.1% |
| Q3 2022 | $6,381,000 | -4.5% | 127,599 | -4.5% | 3.90% | +3.5% |
| Q2 2022 | $6,684,000 | +9.8% | 133,573 | +10.0% | 3.76% | +26.2% |
| Q1 2022 | $6,089,000 | -4.5% | 121,412 | -4.1% | 2.98% | -10.3% |
| Q4 2021 | $6,379,000 | +18.4% | 126,594 | +18.7% | 3.32% | +6.6% |
| Q3 2021 | $5,387,000 | -18.4% | 106,661 | -18.4% | 3.12% | -39.2% |
| Q2 2021 | $6,601,000 | – | 130,658 | – | 5.13% | – |
Download | ||||||
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% |