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 | $502 | -45.1% | 9,960 | -45.2% | 0.00% | -50.0% |
| Q2 2023 | $914 | -7.2% | 18,172 | -7.3% | 0.00% | 0.0% |
| Q1 2023 | $985 | -90.4% | 19,607 | -90.4% | 0.00% | -92.3% |
| Q4 2022 | $10,215 | -99.9% | 204,139 | -31.0% | 0.03% | -36.6% |
| Q3 2022 | $14,782,000 | +7.3% | 295,642 | +7.4% | 0.04% | +10.8% |
| Q2 2022 | $13,775,000 | +56.7% | 275,282 | +57.1% | 0.04% | +117.6% |
| Q1 2022 | $8,788,000 | +22.2% | 175,210 | +23.1% | 0.02% | +21.4% |
| Q4 2021 | $7,189,000 | -18.8% | 142,309 | -18.8% | 0.01% | -22.2% |
| Q3 2021 | $8,853,000 | +23.1% | 175,284 | +23.2% | 0.02% | +20.0% |
| Q2 2021 | $7,189,000 | +8.2% | 142,309 | +8.2% | 0.02% | 0.0% |
| Q1 2021 | $6,646,000 | +109.3% | 131,538 | +109.3% | 0.02% | +114.3% |
| Q4 2020 | $3,175,000 | +18.2% | 62,856 | +18.3% | 0.01% | 0.0% |
| Q3 2020 | $2,686,000 | – | 53,114 | – | 0.01% | – |
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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% |