ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 401 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,867,968 | -34.4% | 96,625 | -34.5% | 3.27% | -32.1% |
| Q2 2023 | $7,421,765 | +33.5% | 147,550 | +33.4% | 4.81% | +31.0% |
| Q1 2023 | $5,559,409 | +35.7% | 110,635 | +35.1% | 3.67% | +37.6% |
| Q4 2022 | $4,096,525 | -46.5% | 81,865 | -46.6% | 2.67% | -47.4% |
| Q3 2022 | $7,660,000 | +385.1% | 153,165 | +385.5% | 5.08% | +364.8% |
| Q2 2022 | $1,579,000 | – | 31,545 | – | 1.09% | – |
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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% |