ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 401 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $523,952 | -4.3% | 10,400 | -4.4% | 0.17% | -2.2% |
| Q2 2023 | $547,264 | -14.0% | 10,880 | -14.1% | 0.18% | -18.0% |
| Q1 2023 | $636,165 | -30.8% | 12,660 | -31.1% | 0.22% | -35.2% |
| Q4 2022 | $919,735 | -11.1% | 18,380 | -11.2% | 0.34% | -15.0% |
| Q3 2022 | $1,035,000 | -15.2% | 20,700 | -15.2% | 0.39% | -8.8% |
| Q2 2022 | $1,221,000 | -13.8% | 24,400 | -13.6% | 0.43% | +21.0% |
| Q1 2022 | $1,416,000 | -0.6% | 28,240 | -0.1% | 0.36% | +2.9% |
| Q4 2021 | $1,425,000 | +6.2% | 28,280 | +6.4% | 0.35% | -0.9% |
| Q3 2021 | $1,342,000 | -28.7% | 26,580 | -28.6% | 0.35% | -24.4% |
| Q2 2021 | $1,881,000 | -1.0% | 37,240 | -1.0% | 0.46% | -4.3% |
| Q1 2021 | $1,900,000 | +1.9% | 37,630 | +2.0% | 0.48% | -54.9% |
| Q4 2020 | $1,864,000 | – | 36,890 | – | 1.07% | – |
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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% |