ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 374 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,484,194 | +1.5% | 29,460 | +1.3% | 0.08% | +4.9% |
| Q2 2023 | $1,462,674 | +10.5% | 29,079 | +10.4% | 0.08% | +5.2% |
| Q1 2023 | $1,323,485 | +1.1% | 26,338 | +0.7% | 0.08% | -3.8% |
| Q4 2022 | $1,308,546 | -3.2% | 26,150 | -3.3% | 0.08% | -13.0% |
| Q3 2022 | $1,352,000 | -35.8% | 27,038 | -35.8% | 0.09% | -31.3% |
| Q2 2022 | $2,106,000 | -0.2% | 42,091 | 0.0% | 0.13% | +15.5% |
| Q1 2022 | $2,111,000 | +41.3% | 42,091 | +42.0% | 0.12% | +50.6% |
| Q4 2021 | $1,494,000 | – | 29,643 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,439,754 | $72,045,000 | 30.68% |
| Rain Capital Management, LLC | 431,762 | $21,605,000 | 15.53% |
| PEAK FINANCIAL ADVISORS LLC | 284,360 | $14,229,000 | 14.09% |
| Tempus Wealth Planning, LLC | 242,157 | $12,118,000 | 9.96% |
| Summit Wealth Group, LLC | 151,852 | $7,599,000 | 8.98% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 212,950 | $10,656,000 | 8.77% |
| Capital Advantage, Inc. | 732,249 | $36,642,000 | 8.08% |
| Winthrop Advisory Group LLC | 667,336 | $33,394,000 | 7.84% |
| FOSTER DYKEMA CABOT & CO INC/MA | 1,167,639 | $58,429,000 | 7.21% |
| Doyle Wealth Management | 1,752,218 | $87,681,000 | 7.08% |