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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,857,201 | +80680.4% | 56,713 | -19.4% | 0.18% | -13.3% |
| Q2 2023 | $3,537 | +2.6% | 70,327 | +2.5% | 0.21% | -0.5% |
| Q1 2023 | $3,447 | -11.2% | 68,591 | -11.6% | 0.21% | -12.1% |
| Q4 2022 | $3,883 | -99.9% | 77,592 | +0.1% | 0.24% | -5.9% |
| Q3 2022 | $3,877,000 | -5.8% | 77,526 | -5.7% | 0.26% | 0.0% |
| Q2 2022 | $4,116,000 | +2.5% | 82,255 | +2.7% | 0.26% | +19.7% |
| Q1 2022 | $4,017,000 | +4.4% | 80,090 | +4.9% | 0.21% | +12.7% |
| Q4 2021 | $3,848,000 | +17.4% | 76,368 | +17.7% | 0.19% | +9.9% |
| Q3 2021 | $3,277,000 | +12.3% | 64,876 | +12.3% | 0.17% | +10.3% |
| Q2 2021 | $2,917,000 | +15.5% | 57,747 | +15.5% | 0.16% | +2.6% |
| Q1 2021 | $2,526,000 | – | 50,008 | – | 0.15% | – |
Download | ||||||
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% |