ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 334 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,520,033 | -6.9% | 30,171 | -7.1% | 0.08% | -6.2% |
| Q2 2023 | $1,633,491 | +1.2% | 32,475 | +1.1% | 0.08% | -8.0% |
| Q1 2023 | $1,614,596 | +12.3% | 32,131 | +11.8% | 0.09% | 0.0% |
| Q4 2022 | $1,438,254 | -25.9% | 28,742 | -25.9% | 0.09% | -32.8% |
| Q3 2022 | $1,941,000 | 0.0% | 38,786 | 0.0% | 0.13% | 0.0% |
| Q2 2022 | $1,941,000 | +42.7% | 38,786 | +43.7% | 0.13% | +61.7% |
| Q4 2021 | $1,360,000 | -28.9% | 26,985 | -28.8% | 0.08% | +32.8% |
| Q3 2021 | $1,914,000 | -14.7% | 37,892 | -14.6% | 0.06% | -15.3% |
| Q2 2021 | $2,243,000 | +2.7% | 44,391 | +2.7% | 0.07% | -8.9% |
| Q1 2021 | $2,184,000 | – | 43,239 | – | 0.08% | – |
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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% |