ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 402 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $635,131 | -15.8% | 12,569 | -15.8% | 0.01% | -22.2% |
| Q1 2024 | $754,396 | +49.5% | 14,921 | +48.9% | 0.01% | +50.0% |
| Q4 2023 | $504,711 | -54.5% | 10,022 | -54.4% | 0.01% | -62.5% |
| Q3 2023 | $1,108,310 | -47.7% | 21,999 | -47.8% | 0.02% | -44.8% |
| Q2 2023 | $2,121,115 | +2.2% | 42,169 | +2.1% | 0.03% | -6.5% |
| Q1 2023 | $2,074,510 | -6.6% | 41,284 | -7.0% | 0.03% | -13.9% |
| Q4 2022 | $2,220,266 | +13.4% | 44,370 | +13.4% | 0.04% | +5.9% |
| Q3 2022 | $1,957,429 | – | 39,141 | – | 0.03% | – |
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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% |