ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 85 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,850,211 | -20.6% | 59,781 | -19.7% | 0.64% | -31.1% |
| Q1 2023 | $2,331,382 | +13.6% | 74,438 | +9.0% | 0.94% | +2.5% |
| Q4 2022 | $2,053,038 | +27.0% | 68,275 | +17.3% | 0.91% | +14.4% |
| Q3 2022 | $1,617,000 | +15.3% | 58,212 | +19.6% | 0.80% | +7.0% |
| Q2 2022 | $1,402,000 | +456.3% | 48,684 | +571.5% | 0.75% | +482.8% |
| Q1 2022 | $252,000 | – | 7,250 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WADDELL & ASSOCIATES, LLC | 723,168 | $18,925,000 | 3.66% |
| Coulter & Justus Financial Services, LLC | 98,004 | $2,565,000 | 2.00% |
| ARGI Investment Services, LLC | 1,003,290 | $26,256,000 | 0.92% |
| CGN Advisors LLC | 122,773 | $3,213,000 | 0.81% |
| Beaird Harris Wealth Management, LLC | 139,401 | $3,648,000 | 0.80% |
| FINANCIAL MANAGEMENT NETWORK INC | 58,212 | $1,617,000 | 0.80% |
| RHS Financial, LLC | 32,279 | $845,000 | 0.75% |
| Klaas Financial Asset Advisors, LLC | 93,035 | $2,435,000 | 0.62% |
| SENTINEL PENSION ADVISORS INC | 57,396 | $1,502,000 | 0.52% |
| Bedel Financial Consulting, Inc. | 65,093 | $1,853,000 | 0.49% |