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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $506,486 | -14.2% | 10,122 | -14.2% | 0.09% | -17.0% |
| Q3 2022 | $590,000 | -1.2% | 11,801 | -2.9% | 0.11% | -0.9% |
| Q2 2022 | $597,000 | -5.4% | 12,158 | -4.7% | 0.11% | -44.8% |
| Q1 2022 | $631,000 | +13.9% | 12,752 | +15.8% | 0.19% | +92.1% |
| Q4 2021 | $554,000 | +45.4% | 11,010 | +45.7% | 0.10% | +9.8% |
| Q3 2021 | $381,000 | +3.5% | 7,559 | +3.4% | 0.09% | -50.8% |
| Q2 2021 | $368,000 | +2.5% | 7,310 | +2.3% | 0.19% | -15.8% |
| Q1 2021 | $359,000 | +22.1% | 7,146 | +22.5% | 0.22% | -1.8% |
| Q4 2020 | $294,000 | -51.9% | 5,832 | -51.8% | 0.23% | -59.4% |
| Q3 2020 | $611,000 | -10.7% | 12,097 | -10.6% | 0.56% | +8.4% |
| Q2 2020 | $684,000 | – | 13,530 | – | 0.51% | – |
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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% |