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 | $118 | -14.5% | 2,348 | -14.6% | 0.01% | -12.5% |
Q2 2023 | $138 | -2.1% | 2,751 | -2.2% | 0.02% | -11.1% |
Q1 2023 | $141 | 0.0% | 2,812 | +0.1% | 0.02% | -10.0% |
Q4 2022 | $141 | -99.9% | 2,809 | -8.6% | 0.02% | -13.0% |
Q3 2022 | $154,000 | -16.3% | 3,072 | -16.6% | 0.02% | -14.8% |
Q2 2022 | $184,000 | -10.7% | 3,684 | -10.5% | 0.03% | +3.8% |
Q1 2022 | $206,000 | -47.8% | 4,114 | -47.5% | 0.03% | -48.0% |
Q4 2021 | $395,000 | -32.7% | 7,831 | -32.6% | 0.05% | -40.5% |
Q3 2021 | $587,000 | -7.7% | 11,620 | -7.7% | 0.08% | -11.6% |
Q2 2021 | $636,000 | -81.7% | 12,583 | -81.7% | 0.10% | -84.2% |
Q1 2021 | $3,474,000 | +35.5% | 68,756 | +35.5% | 0.60% | +20.9% |
Q4 2020 | $2,563,000 | – | 50,730 | – | 0.50% | – |
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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% |