ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 367 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,431,900 | -9.3% | 28,422 | -9.4% | 0.05% | -17.7% |
| Q2 2023 | $1,578,313 | -22.9% | 31,378 | -23.0% | 0.06% | -27.9% |
| Q1 2023 | $2,046,632 | -10.8% | 40,729 | -11.1% | 0.09% | -14.0% |
| Q4 2022 | $2,293,683 | -17.3% | 45,837 | -17.3% | 0.10% | -23.7% |
| Q3 2022 | $2,772,000 | -0.4% | 55,434 | -0.3% | 0.13% | -1.5% |
| Q2 2022 | $2,783,000 | -9.8% | 55,618 | -9.1% | 0.13% | +3.9% |
| Q4 2021 | $3,084,000 | +40.7% | 61,194 | +41.0% | 0.13% | +23.1% |
| Q3 2021 | $2,192,000 | +28.6% | 43,407 | +28.5% | 0.10% | +23.8% |
| Q2 2021 | $1,705,000 | +33.0% | 33,767 | +33.1% | 0.08% | +15.1% |
| Q1 2021 | $1,282,000 | +71.6% | 25,379 | +71.7% | 0.07% | +35.2% |
| Q4 2020 | $747,000 | -2.5% | 14,785 | -2.3% | 0.05% | -21.7% |
| Q3 2020 | $766,000 | +143.2% | 15,140 | +140.3% | 0.07% | +60.5% |
| Q1 2020 | $315,000 | – | 6,300 | – | 0.04% | – |
Download | ||||||
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% |