ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 422 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,602,023 | -2.4% | 31,704 | -2.4% | 0.73% | -2.7% |
| Q1 2024 | $1,642,024 | +4.4% | 32,477 | +4.0% | 0.75% | -6.7% |
| Q4 2023 | $1,572,264 | -2.7% | 31,220 | -2.7% | 0.80% | -11.5% |
| Q3 2023 | $1,616,453 | -7.8% | 32,085 | -7.9% | 0.91% | -7.0% |
| Q2 2023 | $1,752,293 | -12.4% | 34,837 | -12.5% | 0.98% | -14.5% |
| Q1 2023 | $2,001,190 | -18.1% | 39,825 | -18.5% | 1.14% | -20.5% |
| Q4 2022 | $2,444,650 | -18.8% | 48,854 | -18.9% | 1.44% | -26.6% |
| Q3 2022 | $3,011,000 | – | 60,207 | – | 1.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACUTE INVESTMENT ADVISORY, LLC | 840,540 | $42,346,405 | 25.44% |
| Tempus Wealth Planning, LLC | 695,089 | $35,018,607 | 17.56% |
| Braun-Bostich & Associates Inc. | 119,192 | $6,004,893 | 11.20% |
| TFB Advisors LLC | 134,270 | $6,764,523 | 8.22% |
| Capital Advantage, Inc. | 741,437 | $37,353,591 | 8.01% |
| SIGNATUREFD, LLC | 5,557,959 | $280,009,950 | 7.29% |
| WIN ADVISORS, INC | 266,749 | $13,438,832 | 6.58% |
| Winthrop Advisory Group LLC | 745,060 | $37,536,144 | 6.16% |
| Diversified Portfolios, Inc. | 635,087 | $31,995,659 | 6.04% |
| Cynosure Group, LLC | 369,524 | $18,616,585 | 5.71% |