ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
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% | – |
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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% |