ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 367 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,010,572 | -19.0% | 20,059 | -19.1% | 0.71% | -15.3% |
| Q2 2023 | $1,247,943 | +94.3% | 24,810 | +94.1% | 0.84% | +81.9% |
| Q1 2023 | $642,195 | +59.5% | 12,780 | +58.8% | 0.46% | +47.1% |
| Q4 2022 | $402,722 | -7.0% | 8,048 | -7.1% | 0.31% | -11.9% |
| Q3 2022 | $433,000 | -0.2% | 8,663 | -0.1% | 0.35% | -4.1% |
| Q2 2022 | $434,000 | -7.5% | 8,676 | -7.3% | 0.37% | +25.5% |
| Q1 2022 | $469,000 | +111.3% | 9,359 | +112.6% | 0.29% | +83.8% |
| Q4 2021 | $222,000 | – | 4,403 | – | 0.16% | – |
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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% |