ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $783 | -3.6% | 26,455 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $812 | -1.1% | 26,308 | -0.4% | 0.00% | -25.0% |
| Q1 2023 | $821 | -1.0% | 26,406 | -4.4% | 0.00% | 0.0% |
| Q4 2022 | $829 | -99.9% | 27,634 | -0.5% | 0.00% | 0.0% |
| Q3 2022 | $727,000 | -14.9% | 27,784 | -6.2% | 0.00% | -20.0% |
| Q2 2022 | $854,000 | -17.6% | 29,631 | -1.8% | 0.01% | -16.7% |
| Q1 2022 | $1,036,000 | -4.3% | 30,163 | +0.9% | 0.01% | -14.3% |
| Q4 2021 | $1,083,000 | -12.6% | 29,888 | -12.1% | 0.01% | -22.2% |
| Q3 2021 | $1,239,000 | -7.2% | 34,003 | -6.5% | 0.01% | -10.0% |
| Q2 2021 | $1,335,000 | +7.8% | 36,365 | +2.7% | 0.01% | -9.1% |
| Q1 2021 | $1,238,000 | -16.0% | 35,400 | -20.1% | 0.01% | -38.9% |
| Q4 2020 | $1,473,000 | +4.4% | 44,282 | -5.7% | 0.02% | -14.3% |
| Q3 2020 | $1,411,000 | -2.1% | 46,945 | -10.8% | 0.02% | -19.2% |
| Q2 2020 | $1,442,000 | +30.4% | 52,622 | +8.7% | 0.03% | +8.3% |
| Q1 2020 | $1,106,000 | -31.3% | 48,389 | -4.8% | 0.02% | -25.0% |
| Q4 2019 | $1,611,000 | +16.3% | 50,811 | +4.8% | 0.03% | -3.0% |
| Q3 2019 | $1,385,000 | +25.5% | 48,473 | +27.1% | 0.03% | +13.8% |
| Q2 2019 | $1,104,000 | -36.5% | 38,131 | -40.0% | 0.03% | -21.6% |
| Q1 2019 | $1,738,000 | – | 63,515 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WADDELL & ASSOCIATES, LLC | 723,168 | $18,925,000 | 3.66% |
| Coulter & Justus Financial Services, LLC | 98,004 | $2,565,000 | 2.00% |
| ARGI Investment Services, LLC | 1,003,290 | $26,256,000 | 0.92% |
| CGN Advisors LLC | 122,773 | $3,213,000 | 0.81% |
| Beaird Harris Wealth Management, LLC | 139,401 | $3,648,000 | 0.80% |
| FINANCIAL MANAGEMENT NETWORK INC | 58,212 | $1,617,000 | 0.80% |
| RHS Financial, LLC | 32,279 | $845,000 | 0.75% |
| Klaas Financial Asset Advisors, LLC | 93,035 | $2,435,000 | 0.62% |
| SENTINEL PENSION ADVISORS INC | 57,396 | $1,502,000 | 0.52% |
| Bedel Financial Consulting, Inc. | 65,093 | $1,853,000 | 0.49% |