ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,318 | +0.2% | 26,169 | 0.0% | 0.47% | -4.1% |
| Q2 2023 | $1,316 | -2.8% | 26,169 | -2.9% | 0.49% | -2.4% |
| Q1 2023 | $1,354 | +0.4% | 26,947 | 0.0% | 0.50% | -6.3% |
| Q4 2022 | $1,348 | -99.9% | 26,947 | +14.2% | 0.54% | -2.9% |
| Q3 2022 | $1,180,000 | +4.9% | 23,587 | +4.9% | 0.55% | +14.3% |
| Q2 2022 | $1,125,000 | -0.3% | 22,487 | 0.0% | 0.48% | +18.1% |
| Q1 2022 | $1,128,000 | -0.4% | 22,487 | 0.0% | 0.41% | +3.8% |
| Q4 2021 | $1,133,000 | -19.5% | 22,487 | -19.3% | 0.39% | -28.2% |
| Q3 2021 | $1,407,000 | -17.2% | 27,865 | -17.1% | 0.55% | -19.9% |
| Q2 2021 | $1,699,000 | -3.4% | 33,628 | -3.4% | 0.68% | -23.4% |
| Q1 2021 | $1,759,000 | -21.1% | 34,815 | -21.1% | 0.89% | -24.9% |
| Q4 2020 | $2,230,000 | -12.5% | 44,136 | -12.5% | 1.19% | -21.4% |
| Q3 2020 | $2,550,000 | +10.2% | 50,420 | +10.2% | 1.52% | -0.8% |
| Q2 2020 | $2,313,000 | -12.6% | 45,745 | -13.6% | 1.53% | -35.3% |
| Q1 2020 | $2,645,000 | – | 52,949 | – | 2.36% | – |
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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% |