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 | $2,007,358 | +3.1% | 39,844 | +3.0% | 1.54% | +9.9% |
| Q2 2023 | $1,946,627 | +15.7% | 38,700 | +15.6% | 1.40% | +5.4% |
| Q1 2023 | $1,682,378 | -16.9% | 33,480 | -17.3% | 1.33% | -17.5% |
| Q4 2022 | $2,025,081 | +6.2% | 40,469 | +6.1% | 1.61% | -4.2% |
| Q3 2022 | $1,907,000 | +41.2% | 38,137 | +41.2% | 1.68% | +41.8% |
| Q2 2022 | $1,351,000 | +150.2% | 27,003 | +150.8% | 1.19% | +175.0% |
| Q1 2022 | $540,000 | – | 10,768 | – | 0.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,439,754 | $72,045,000 | 30.68% |
| Rain Capital Management, LLC | 431,762 | $21,605,000 | 15.53% |
| PEAK FINANCIAL ADVISORS LLC | 284,360 | $14,229,000 | 14.09% |
| Tempus Wealth Planning, LLC | 242,157 | $12,118,000 | 9.96% |
| Summit Wealth Group, LLC | 151,852 | $7,599,000 | 8.98% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 212,950 | $10,656,000 | 8.77% |
| Capital Advantage, Inc. | 732,249 | $36,642,000 | 8.08% |
| Winthrop Advisory Group LLC | 667,336 | $33,394,000 | 7.84% |
| FOSTER DYKEMA CABOT & CO INC/MA | 1,167,639 | $58,429,000 | 7.21% |
| Doyle Wealth Management | 1,752,218 | $87,681,000 | 7.08% |