ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,179,594 | +5.0% | 43,375 | +4.6% | 0.19% | -76.4% |
| Q4 2022 | $2,075,209 | -4.1% | 41,471 | -4.2% | 0.81% | -62.8% |
| Q3 2022 | $2,164,000 | -3.2% | 43,281 | -3.1% | 2.17% | +960.5% |
| Q2 2022 | $2,235,000 | -1.5% | 44,672 | -0.7% | 0.20% | +15.8% |
| Q4 2021 | $2,268,000 | +9.8% | 45,009 | +10.1% | 0.18% | +2.3% |
| Q3 2021 | $2,066,000 | +0.7% | 40,897 | +0.7% | 0.17% | -1.1% |
| Q2 2021 | $2,051,000 | – | 40,595 | – | 0.18% | – |
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% |