ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 448 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,406,000 | -0.8% | 28,111 | -0.7% | 1.20% | +9.3% |
| Q2 2022 | $1,417,000 | -15.6% | 28,309 | -15.4% | 1.10% | -4.6% |
| Q1 2022 | $1,678,000 | -4.6% | 33,450 | -4.2% | 1.16% | +10.3% |
| Q4 2021 | $1,759,000 | +13.0% | 34,903 | +13.2% | 1.05% | +6.2% |
| Q3 2021 | $1,557,000 | -8.6% | 30,831 | -8.6% | 0.99% | -10.1% |
| Q2 2021 | $1,703,000 | +0.7% | 33,719 | +0.7% | 1.10% | -8.7% |
| Q1 2021 | $1,692,000 | +27.5% | 33,487 | +27.5% | 1.20% | +16.6% |
| Q4 2020 | $1,327,000 | +426.6% | 26,269 | +426.5% | 1.03% | +344.0% |
| Q3 2020 | $252,000 | – | 4,989 | – | 0.23% | – |
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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% |