ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 417 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $355,884 | -1.7% | 7,050 | -1.7% | 0.08% | -19.8% |
Q1 2024 | $361,907 | -6.4% | 7,175 | -6.4% | 0.11% | -11.7% |
Q4 2023 | $386,699 | -23.8% | 7,665 | -24.0% | 0.12% | -24.5% |
Q3 2023 | $507,476 | +16.9% | 10,091 | +16.7% | 0.16% | +17.8% |
Q2 2023 | $434,110 | -18.3% | 8,645 | -18.4% | 0.14% | -26.2% |
Q1 2023 | $531,228 | – | 10,591 | – | 0.18% | – |
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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% |