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 | $526,723 | +2.3% | 10,455 | +2.1% | 0.55% | +6.4% |
| Q2 2023 | $515,072 | +2.1% | 10,240 | +2.0% | 0.51% | -3.0% |
| Q1 2023 | $504,510 | -10.6% | 10,040 | -11.0% | 0.53% | -14.7% |
| Q4 2022 | $564,201 | +30.9% | 11,275 | +30.7% | 0.62% | +17.9% |
| Q3 2022 | $431,000 | -2.9% | 8,625 | -2.8% | 0.53% | +1.2% |
| Q2 2022 | $444,000 | -10.3% | 8,875 | -10.1% | 0.52% | +7.4% |
| Q1 2022 | $495,000 | +67.2% | 9,875 | +68.1% | 0.48% | +75.4% |
| Q4 2021 | $296,000 | – | 5,875 | – | 0.28% | – |
Download | ||||||
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% |