ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,042,535 | +1.8% | 1,252,283 | +6.1% | 5.42% | +1.4% |
| Q2 2023 | $36,403,529 | +0.8% | 1,180,017 | +1.6% | 5.34% | -5.3% |
| Q1 2023 | $36,098,406 | +9.7% | 1,161,378 | +5.9% | 5.64% | +2.4% |
| Q4 2022 | $32,910,741 | +73.9% | 1,097,025 | +51.7% | 5.51% | +50.4% |
| Q3 2022 | $18,925,000 | -14.8% | 723,168 | -6.2% | 3.66% | -19.0% |
| Q2 2022 | $22,204,000 | – | 770,719 | – | 4.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WADDELL & ASSOCIATES, LLC | 723,168 | $18,925,000 | 3.66% |
| Coulter & Justus Financial Services, LLC | 98,004 | $2,565,000 | 2.00% |
| ARGI Investment Services, LLC | 1,003,290 | $26,256,000 | 0.92% |
| CGN Advisors LLC | 122,773 | $3,213,000 | 0.81% |
| Beaird Harris Wealth Management, LLC | 139,401 | $3,648,000 | 0.80% |
| FINANCIAL MANAGEMENT NETWORK INC | 58,212 | $1,617,000 | 0.80% |
| RHS Financial, LLC | 32,279 | $845,000 | 0.75% |
| Klaas Financial Asset Advisors, LLC | 93,035 | $2,435,000 | 0.62% |
| SENTINEL PENSION ADVISORS INC | 57,396 | $1,502,000 | 0.52% |
| Bedel Financial Consulting, Inc. | 65,093 | $1,853,000 | 0.49% |