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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $876,974 | -51.2% | 17,452 | -51.4% | 0.54% | -53.2% |
| Q4 2022 | $1,798,185 | -6.6% | 35,935 | -6.7% | 1.16% | -8.8% |
| Q3 2022 | $1,926,000 | -2.7% | 38,517 | -2.7% | 1.28% | -4.3% |
| Q2 2022 | $1,979,000 | -14.6% | 39,592 | -14.3% | 1.33% | -7.6% |
| Q1 2022 | $2,318,000 | -13.3% | 46,224 | -12.9% | 1.44% | -4.8% |
| Q4 2021 | $2,673,000 | -8.9% | 53,055 | -8.7% | 1.51% | -10.5% |
| Q3 2021 | $2,935,000 | +0.7% | 58,110 | +0.7% | 1.69% | -13.5% |
| Q2 2021 | $2,914,000 | +224.5% | 57,681 | +224.5% | 1.95% | -52.6% |
| Q1 2021 | $898,000 | +81.4% | 17,775 | +81.2% | 4.12% | -12.4% |
| Q4 2020 | $495,000 | -62.0% | 9,809 | -61.9% | 4.70% | +597.3% |
| Q2 2020 | $1,301,000 | -21.7% | 25,741 | -22.6% | 0.67% | -50.9% |
| Q1 2020 | $1,662,000 | -9.8% | 33,274 | -9.1% | 1.37% | +12.9% |
| Q4 2019 | $1,842,000 | – | 36,592 | – | 1.22% | – |
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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% |