ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 406 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $579,021 | +27.1% | 11,493 | +26.9% | 0.00% | 0.0% |
| Q2 2023 | $455,703 | -5.1% | 9,060 | -5.2% | 0.00% | 0.0% |
| Q1 2023 | $480,340 | +0.4% | 9,559 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $478,332 | -3.8% | 9,559 | -3.8% | 0.00% | 0.0% |
| Q3 2022 | $497,000 | -75.9% | 9,935 | -75.8% | 0.00% | -77.8% |
| Q2 2022 | $2,058,000 | +2.2% | 41,119 | +2.4% | 0.01% | +28.6% |
| Q1 2022 | $2,013,000 | -1.1% | 40,142 | -0.6% | 0.01% | +16.7% |
| Q4 2021 | $2,035,000 | +1364.0% | 40,382 | +1369.0% | 0.01% | – |
| Q3 2021 | $139,000 | -7.9% | 2,749 | -8.2% | 0.00% | -100.0% |
| Q2 2021 | $151,000 | 0.0% | 2,996 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $151,000 | +10.2% | 2,996 | +10.4% | 0.00% | 0.0% |
| Q4 2020 | $137,000 | 0.0% | 2,714 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $137,000 | 0.0% | 2,714 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $137,000 | +0.7% | 2,714 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $136,000 | -0.7% | 2,714 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $137,000 | +80.3% | 2,714 | +80.9% | 0.00% | – |
| Q3 2019 | $76,000 | 0.0% | 1,500 | 0.0% | 0.00% | – |
| Q2 2019 | $76,000 | +1.3% | 1,500 | 0.0% | 0.00% | – |
| Q1 2019 | $75,000 | 0.0% | 1,500 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $75,000 | 0.0% | 1,500 | 0.0% | 0.00% | – |
| Q3 2018 | $75,000 | 0.0% | 1,500 | 0.0% | 0.00% | -100.0% |
| Q2 2018 | $75,000 | -86.3% | 1,500 | -86.2% | 0.00% | -75.0% |
| Q1 2018 | $546,000 | +0.2% | 10,888 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $545,000 | – | 10,888 | – | 0.00% | – |
Download | ||||||
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% |