ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 334 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $546,733 | -18.2% | 10,852 | -18.3% | 0.37% | -20.4% |
| Q2 2023 | $668,181 | -0.1% | 13,284 | -0.2% | 0.47% | -11.9% |
| Q1 2023 | $668,943 | -43.3% | 13,312 | -43.5% | 0.53% | -49.6% |
| Q4 2022 | $1,179,677 | -7.5% | 23,575 | -7.5% | 1.05% | -11.3% |
| Q3 2022 | $1,275,000 | -16.7% | 25,486 | -16.7% | 1.18% | -14.0% |
| Q2 2022 | $1,531,000 | -3.0% | 30,596 | -2.8% | 1.37% | -1.7% |
| Q1 2022 | $1,578,000 | -9.3% | 31,469 | -8.9% | 1.40% | -7.9% |
| Q4 2021 | $1,740,000 | -4.1% | 34,526 | -3.9% | 1.52% | -10.3% |
| Q3 2021 | $1,815,000 | +1.0% | 35,928 | +1.0% | 1.69% | -2.3% |
| Q2 2021 | $1,797,000 | +1.8% | 35,573 | +1.8% | 1.73% | -7.3% |
| Q1 2021 | $1,766,000 | -5.7% | 34,950 | -5.7% | 1.87% | +1.7% |
| Q4 2020 | $1,873,000 | – | 37,076 | – | 1.84% | – |
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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% |