ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 380 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $274,986 | -15.0% | 5,443 | -14.9% | 0.19% | -14.3% |
| Q1 2024 | $323,528 | +0.4% | 6,399 | 0.0% | 0.22% | -4.7% |
| Q4 2023 | $322,259 | +0.6% | 6,399 | +0.6% | 0.23% | -6.4% |
| Q3 2023 | $320,329 | -14.1% | 6,358 | -14.3% | 0.25% | -11.7% |
| Q2 2023 | $373,059 | -22.9% | 7,417 | -23.0% | 0.28% | -24.5% |
| Q1 2023 | $483,794 | +2.9% | 9,628 | +2.5% | 0.38% | -0.3% |
| Q4 2022 | $470,212 | – | 9,397 | – | 0.38% | – |
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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% |