ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 332 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $379,533 | -0.6% | 7,511 | -0.5% | 0.01% | +85.7% |
Q1 2024 | $381,741 | -3.4% | 7,550 | -3.5% | 0.01% | -46.2% |
Q4 2023 | $395,147 | -39.5% | 7,822 | -39.7% | 0.01% | -48.0% |
Q3 2023 | $653,018 | +77.7% | 12,962 | +77.5% | 0.02% | +78.6% |
Q2 2023 | $367,396 | -0.1% | 7,304 | -0.2% | 0.01% | 0.0% |
Q1 2023 | $367,727 | +143543.4% | 7,318 | +43.2% | 0.01% | 0.0% |
Q4 2022 | $256 | -99.9% | 5,111 | +0.4% | 0.01% | -6.7% |
Q3 2022 | $255,000 | -46.3% | 5,090 | -46.4% | 0.02% | -25.0% |
Q2 2022 | $475,000 | -31.0% | 9,493 | -30.8% | 0.02% | +11.1% |
Q1 2022 | $688,000 | +27.6% | 13,709 | +28.0% | 0.02% | +50.0% |
Q4 2021 | $539,000 | -1.3% | 10,706 | -1.0% | 0.01% | -14.3% |
Q3 2021 | $546,000 | -8.4% | 10,816 | -8.3% | 0.01% | -12.5% |
Q2 2021 | $596,000 | -13.4% | 11,789 | -13.5% | 0.02% | -11.1% |
Q1 2021 | $688,000 | – | 13,627 | – | 0.02% | – |
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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% |