ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 299 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $233,000 | +4.5% | 4,665 | +4.5% | 0.54% | +16.5% |
| Q2 2022 | $223,000 | -7.5% | 4,465 | -7.2% | 0.47% | +18.6% |
| Q1 2022 | $241,000 | -44.2% | 4,811 | -43.9% | 0.39% | -44.3% |
| Q4 2021 | $432,000 | -14.1% | 8,575 | -13.9% | 0.70% | -22.6% |
| Q3 2021 | $503,000 | -1.4% | 9,956 | -1.3% | 0.91% | +0.9% |
| Q2 2021 | $510,000 | -4.7% | 10,088 | -4.7% | 0.90% | +69.7% |
| Q1 2021 | $535,000 | -24.4% | 10,588 | -24.4% | 0.53% | -24.1% |
| Q4 2020 | $708,000 | – | 14,005 | – | 0.70% | – |
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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% |