ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 374 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $610,824 | -40.4% | 12,156 | -40.5% | 0.16% | -38.2% |
| Q2 2023 | $1,024,559 | -36.2% | 20,446 | -36.1% | 0.25% | -39.7% |
| Q1 2023 | $1,605,579 | -1.3% | 31,987 | -1.2% | 0.42% | -4.1% |
| Q4 2022 | $1,625,961 | -3.0% | 32,370 | -3.5% | 0.44% | -14.8% |
| Q3 2022 | $1,676,000 | -2.7% | 33,561 | -2.5% | 0.52% | +3.2% |
| Q2 2022 | $1,722,000 | -34.4% | 34,422 | -34.3% | 0.50% | -28.4% |
| Q1 2022 | $2,625,000 | +22.7% | 52,419 | +23.4% | 0.70% | +24.2% |
| Q4 2021 | $2,140,000 | +1.4% | 42,481 | +1.6% | 0.56% | -3.3% |
| Q3 2021 | $2,110,000 | -19.7% | 41,811 | -19.7% | 0.58% | -23.0% |
| Q2 2021 | $2,629,000 | -8.5% | 52,046 | -8.5% | 0.75% | -19.4% |
| Q1 2021 | $2,872,000 | +0.3% | 56,858 | +0.3% | 0.93% | -4.2% |
| Q4 2020 | $2,864,000 | +6.9% | 56,698 | +6.9% | 0.98% | -9.3% |
| Q3 2020 | $2,679,000 | +141.8% | 53,046 | +142.1% | 1.08% | +140.5% |
| Q2 2020 | $1,108,000 | +22.8% | 21,914 | +22.2% | 0.45% | -0.9% |
| Q1 2020 | $902,000 | +39.6% | 17,939 | +39.9% | 0.45% | +57.1% |
| Q4 2019 | $646,000 | +7.3% | 12,826 | +7.4% | 0.29% | -2.4% |
| Q3 2019 | $602,000 | – | 11,945 | – | 0.29% | – |
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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% |