ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 374 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $200,915 | -51.2% | 3,994 | -51.2% | 0.12% | -55.8% |
| Q1 2023 | $411,439 | -12.6% | 8,191 | -12.9% | 0.26% | -15.6% |
| Q4 2022 | $470,631 | -4.9% | 9,405 | -5.1% | 0.31% | -8.1% |
| Q3 2022 | $495,000 | -28.8% | 9,908 | -28.6% | 0.34% | -30.4% |
| Q2 2022 | $695,000 | -9.3% | 13,885 | -9.1% | 0.48% | +4.1% |
| Q1 2022 | $766,000 | -44.0% | 15,283 | -43.7% | 0.46% | -48.1% |
| Q4 2021 | $1,367,000 | -41.3% | 27,131 | -41.1% | 0.89% | -48.2% |
| Q3 2021 | $2,327,000 | -17.4% | 46,065 | -17.4% | 1.72% | -21.5% |
| Q2 2021 | $2,816,000 | -26.4% | 55,745 | -26.4% | 2.19% | -38.7% |
| Q1 2021 | $3,825,000 | -21.8% | 75,704 | -21.8% | 3.58% | -31.3% |
| Q4 2020 | $4,891,000 | – | 96,806 | – | 5.20% | – |
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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% |