ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 332 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $6,407,875 | +267.1% | 127,393 | +439.3% | 0.65% | +572.2% |
| Q1 2023 | $1,745,695 | +973.9% | 23,624 | +627.3% | 0.10% | +1285.7% |
| Q4 2022 | $162,552 | -91.9% | 3,248 | -91.9% | 0.01% | -94.1% |
| Q3 2022 | $2,013,000 | +12.7% | 40,259 | +12.7% | 0.12% | -25.2% |
| Q2 2022 | $1,786,000 | +7.7% | 35,719 | +7.9% | 0.16% | +69.1% |
| Q1 2022 | $1,659,000 | +32.7% | 33,089 | +33.4% | 0.09% | -11.3% |
| Q4 2021 | $1,250,000 | +68.9% | 24,811 | +69.4% | 0.11% | +79.7% |
| Q1 2021 | $740,000 | +1296.2% | 14,650 | +1299.2% | 0.06% | +1080.0% |
| Q4 2020 | $53,000 | – | 1,047 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tempus Wealth Planning, LLC | 639,913 | $32,155,649 | 15.72% |
| Capital Advantage, Inc. | 830,770 | $41,646,499 | 8.86% |
| SIGNATUREFD, LLC | 5,243,559 | $263,488,829 | 7.19% |
| Winthrop Advisory Group LLC | 717,310 | $36,044,803 | 6.36% |
| Bell Investment Advisors, Inc | 532,337 | $26,749,939 | 6.26% |
| Clearwater Capital Advisors, LLC | 902,925 | $45,371,998 | 5.54% |
| Baystate Wealth Management LLC | 1,170,206 | $58,802,900 | 5.12% |
| SVB WEALTH LLC | 6,339,061 | $318,537,793 | 4.45% |
| First International Bank & Trust | 259,694 | $13,049,624 | 4.32% |
| Snider Financial Group | 159,482 | $8,013,955 | 4.27% |