ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 451 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $886,498 | -5.0% | 17,544 | -5.0% | 0.58% | -8.2% |
| Q1 2024 | $933,540 | -10.9% | 18,464 | -11.3% | 0.64% | -16.4% |
| Q4 2023 | $1,047,941 | -7.9% | 20,809 | -7.8% | 0.76% | -13.9% |
| Q3 2023 | $1,137,278 | -2.2% | 22,574 | -2.4% | 0.88% | +0.7% |
| Q2 2023 | $1,163,137 | -73.9% | 23,124 | -73.9% | 0.88% | -75.3% |
| Q1 2023 | $4,457,376 | +0.3% | 88,704 | -0.2% | 3.55% | -3.5% |
| Q4 2022 | $4,445,554 | – | 88,840 | – | 3.68% | – |
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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% |