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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,012,000 | +0.1% | 40,000 | 0.0% | 1.49% | -2.7% |
| Q1 2023 | $2,010,000 | +0.4% | 40,000 | 0.0% | 1.54% | -2.0% |
| Q4 2022 | $2,001,600 | +0.1% | 40,000 | 0.0% | 1.57% | +6.8% |
| Q3 2022 | $2,000,000 | -0.1% | 40,000 | 0.0% | 1.47% | -4.7% |
| Q2 2022 | $2,002,000 | -0.2% | 40,000 | 0.0% | 1.54% | +14.0% |
| Q1 2022 | $2,006,000 | -0.5% | 40,000 | 0.0% | 1.35% | -5.8% |
| Q4 2021 | $2,016,000 | – | 40,000 | – | 1.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,439,754 | $72,045,000 | 30.68% |
| Rain Capital Management, LLC | 431,762 | $21,605,000 | 15.53% |
| PEAK FINANCIAL ADVISORS LLC | 284,360 | $14,229,000 | 14.09% |
| Tempus Wealth Planning, LLC | 242,157 | $12,118,000 | 9.96% |
| Summit Wealth Group, LLC | 151,852 | $7,599,000 | 8.98% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 212,950 | $10,656,000 | 8.77% |
| Capital Advantage, Inc. | 732,249 | $36,642,000 | 8.08% |
| Winthrop Advisory Group LLC | 667,336 | $33,394,000 | 7.84% |
| FOSTER DYKEMA CABOT & CO INC/MA | 1,167,639 | $58,429,000 | 7.21% |
| Doyle Wealth Management | 1,752,218 | $87,681,000 | 7.08% |