ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 380 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,846,628 | +15.5% | 56,335 | +15.6% | 4.36% | -29.0% |
| Q1 2024 | $2,463,936 | +14.1% | 48,733 | +13.7% | 6.14% | +34.0% |
| Q4 2023 | $2,159,283 | -0.1% | 42,877 | -0.1% | 4.58% | +45.4% |
| Q3 2023 | $2,161,813 | -9.2% | 42,910 | -9.4% | 3.15% | -15.2% |
| Q2 2023 | $2,382,011 | -10.4% | 47,356 | -10.4% | 3.72% | -1.2% |
| Q1 2023 | $2,657,162 | -12.4% | 52,879 | -12.7% | 3.76% | -11.8% |
| Q4 2022 | $3,031,773 | -4.8% | 60,587 | -4.9% | 4.26% | +10.2% |
| Q3 2022 | $3,185,000 | -10.8% | 63,682 | -10.7% | 3.87% | -17.0% |
| Q2 2022 | $3,569,000 | – | 71,317 | – | 4.66% | – |
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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% |