ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,906,355 | -53.1% | 37,855 | -53.1% | 0.19% | -53.7% |
| Q2 2023 | $4,061,627 | -51.8% | 80,783 | -51.8% | 0.42% | -56.7% |
| Q1 2023 | $8,426,352 | -33.2% | 167,688 | -33.4% | 0.96% | -40.2% |
| Q4 2022 | $12,606,190 | +92.5% | 251,922 | +92.5% | 1.61% | +62.9% |
| Q3 2022 | $6,547,000 | +226.7% | 130,902 | +226.8% | 0.99% | +206.5% |
| Q2 2022 | $2,004,000 | -10.2% | 40,055 | -10.0% | 0.32% | -14.6% |
| Q1 2022 | $2,232,000 | +8.4% | 44,513 | +8.9% | 0.38% | +3.3% |
| Q4 2021 | $2,059,000 | +2.3% | 40,865 | +2.6% | 0.36% | -21.5% |
| Q3 2021 | $2,012,000 | -6.9% | 39,834 | -6.9% | 0.46% | -12.3% |
| Q2 2021 | $2,161,000 | +72.5% | 42,788 | +72.4% | 0.53% | +57.7% |
| Q1 2021 | $1,253,000 | – | 24,814 | – | 0.34% | – |
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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% |