ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,995,000 | +312.2% | 39,499 | +312.2% | 0.00% | – |
| Q1 2021 | $484,000 | -57.7% | 9,583 | -57.7% | 0.00% | -100.0% |
| Q4 2020 | $1,144,000 | -32.9% | 22,640 | -32.9% | 0.00% | 0.0% |
| Q3 2020 | $1,705,000 | +63.5% | 33,724 | +63.4% | 0.00% | 0.0% |
| Q2 2020 | $1,043,000 | +5.1% | 20,635 | +3.9% | 0.00% | 0.0% |
| Q1 2020 | $992,000 | +19.4% | 19,857 | +20.2% | 0.00% | 0.0% |
| Q4 2019 | $831,000 | – | 16,522 | – | 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% |