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 | $623,003 | +14.5% | 12,366 | +14.3% | 0.47% | +14.7% |
| Q2 2023 | $544,114 | +13.6% | 10,817 | +13.4% | 0.41% | +5.7% |
| Q1 2023 | $479,121 | +90.7% | 9,535 | +89.9% | 0.39% | +83.4% |
| Q4 2022 | $251,267 | -3.4% | 5,021 | -3.7% | 0.21% | -1.9% |
| Q3 2022 | $260,000 | +12.6% | 5,213 | +13.8% | 0.22% | +53.6% |
| Q3 2021 | $231,000 | -41.7% | 4,581 | -41.6% | 0.14% | -47.2% |
| Q1 2021 | $396,000 | -50.8% | 7,842 | -50.7% | 0.26% | -55.0% |
| Q4 2020 | $805,000 | +10.9% | 15,918 | +10.8% | 0.59% | -9.8% |
| Q3 2020 | $726,000 | -4.2% | 14,362 | -4.3% | 0.65% | -17.1% |
| Q2 2020 | $758,000 | +277.1% | 15,008 | +277.6% | 0.79% | +371.9% |
| Q4 2019 | $201,000 | – | 3,975 | – | 0.17% | – |
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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% |