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 | $791,870 | +25.2% | 15,672 | +25.3% | 0.17% | +22.0% |
| Q1 2024 | $632,327 | -5.4% | 12,506 | -5.8% | 0.14% | -12.4% |
| Q4 2023 | $668,485 | -41.1% | 13,275 | -41.1% | 0.16% | -45.8% |
| Q3 2023 | $1,135,414 | -15.5% | 22,537 | -15.7% | 0.30% | -16.1% |
| Q2 2023 | $1,344,066 | +1.5% | 26,721 | +1.4% | 0.35% | -4.3% |
| Q1 2023 | $1,324,138 | +10.5% | 26,351 | +10.0% | 0.37% | +6.0% |
| Q4 2022 | $1,198,508 | -3.6% | 23,951 | -3.6% | 0.35% | -5.7% |
| Q3 2022 | $1,243,000 | -1.0% | 24,850 | -1.0% | 0.37% | -1.6% |
| Q2 2022 | $1,256,000 | -2.6% | 25,092 | -2.5% | 0.38% | +10.3% |
| Q1 2022 | $1,290,000 | -4.2% | 25,724 | -3.8% | 0.34% | -3.4% |
| Q4 2021 | $1,347,000 | -1.0% | 26,727 | -0.8% | 0.35% | -10.6% |
| Q3 2021 | $1,361,000 | +7.9% | 26,952 | +8.0% | 0.40% | +12.9% |
| Q2 2021 | $1,261,000 | -1.3% | 24,952 | -1.4% | 0.35% | +0.3% |
| Q1 2021 | $1,278,000 | -3.0% | 25,312 | -3.0% | 0.35% | -10.3% |
| Q4 2020 | $1,318,000 | -2.2% | 26,102 | -2.2% | 0.39% | -9.7% |
| Q3 2020 | $1,347,000 | – | 26,680 | – | 0.43% | – |
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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% |