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 | $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% | – |
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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% |