ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 412 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |