ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 401 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $273,000 | -0.4% | 5,416 | 0.0% | 0.12% | -6.7% |
| Q3 2021 | $274,000 | -97.4% | 5,416 | -97.4% | 0.13% | -97.0% |
| Q2 2021 | $10,479,000 | -3.1% | 207,421 | -3.1% | 4.54% | -11.0% |
| Q1 2021 | $10,814,000 | -4.5% | 214,059 | -4.5% | 5.10% | -13.0% |
| Q4 2020 | $11,327,000 | -1.9% | 224,209 | -1.8% | 5.85% | -19.3% |
| Q3 2020 | $11,550,000 | -0.4% | 228,396 | -0.5% | 7.26% | -1.8% |
| Q2 2020 | $11,602,000 | +15.1% | 229,473 | +13.7% | 7.39% | +4.1% |
| Q1 2020 | $10,080,000 | -14.4% | 201,801 | -13.7% | 7.10% | -11.1% |
| Q4 2019 | $11,769,000 | – | 233,841 | – | 7.99% | – |
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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% |