ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 422 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $325 | -100.0% | 6,449 | -62.1% | 0.03% | -58.5% |
Q4 2021 | $858,000 | -21.5% | 17,032 | -21.3% | 0.08% | -44.6% |
Q3 2021 | $1,093,000 | -70.2% | 21,650 | -70.2% | 0.15% | -60.6% |
Q2 2021 | $3,665,000 | +3.2% | 72,547 | +3.2% | 0.38% | +2.5% |
Q1 2021 | $3,551,000 | +1.0% | 70,298 | +1.1% | 0.37% | -24.0% |
Q3 2020 | $3,516,000 | – | 69,524 | – | 0.48% | – |
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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% |