ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 234 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $401,025 | -9.7% | 7,960 | -9.8% | 0.05% | -6.0% |
| Q2 2023 | $443,929 | -0.3% | 8,826 | -0.4% | 0.05% | -24.2% |
| Q1 2023 | $445,174 | +0.9% | 8,859 | +0.5% | 0.07% | -5.7% |
| Q4 2022 | $441,100 | +0.0% | 8,815 | +0.1% | 0.07% | -31.4% |
| Q3 2022 | $441,000 | -50.1% | 8,809 | -50.1% | 0.10% | -55.7% |
| Q2 2022 | $883,000 | -71.2% | 17,642 | -71.1% | 0.23% | -65.2% |
| Q1 2022 | $3,065,000 | -12.6% | 61,120 | -12.2% | 0.66% | -12.1% |
| Q4 2021 | $3,506,000 | -15.3% | 69,586 | -15.1% | 0.75% | -9.0% |
| Q3 2021 | $4,138,000 | +9.5% | 81,939 | +9.6% | 0.83% | -5.3% |
| Q2 2021 | $3,778,000 | -2.4% | 74,781 | -2.3% | 0.87% | -16.0% |
| Q1 2021 | $3,869,000 | -10.0% | 76,580 | -10.0% | 1.04% | -25.0% |
| Q4 2020 | $4,301,000 | +50.2% | 85,130 | +50.3% | 1.38% | +22.5% |
| Q3 2020 | $2,864,000 | +17.0% | 56,641 | +17.0% | 1.13% | -0.8% |
| Q2 2020 | $2,447,000 | +46.5% | 48,398 | +44.7% | 1.14% | +23.0% |
| Q1 2020 | $1,670,000 | +51.5% | 33,436 | +52.7% | 0.93% | +75.7% |
| Q4 2019 | $1,102,000 | – | 21,897 | – | 0.53% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,439,754 | $72,045,000 | 30.68% |
| Rain Capital Management, LLC | 431,762 | $21,605,000 | 15.53% |
| PEAK FINANCIAL ADVISORS LLC | 284,360 | $14,229,000 | 14.09% |
| Tempus Wealth Planning, LLC | 242,157 | $12,118,000 | 9.96% |
| Summit Wealth Group, LLC | 151,852 | $7,599,000 | 8.98% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 212,950 | $10,656,000 | 8.77% |
| Capital Advantage, Inc. | 732,249 | $36,642,000 | 8.08% |
| Winthrop Advisory Group LLC | 667,336 | $33,394,000 | 7.84% |
| FOSTER DYKEMA CABOT & CO INC/MA | 1,167,639 | $58,429,000 | 7.21% |
| Doyle Wealth Management | 1,752,218 | $87,681,000 | 7.08% |