ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 185 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $8,087,000 | -36.2% | 160,738 | -36.1% | 0.05% | -41.4% |
| Q3 2019 | $12,673,000 | -3.4% | 251,493 | -3.4% | 0.09% | -8.4% |
| Q2 2019 | $13,123,000 | -43.2% | 260,445 | -43.3% | 0.10% | -46.3% |
| Q1 2019 | $23,113,000 | -1.9% | 459,491 | -2.3% | 0.18% | -16.5% |
| Q4 2018 | $23,560,000 | +53.6% | 470,485 | +53.9% | 0.21% | +65.6% |
| Q3 2018 | $15,340,000 | +336.3% | 305,720 | +335.7% | 0.13% | +287.9% |
| Q2 2018 | $3,516,000 | 0.0% | 70,166 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $3,516,000 | +80.3% | 70,166 | +80.1% | 0.03% | +73.7% |
| Q4 2017 | $1,950,000 | +46.6% | 38,957 | +46.8% | 0.02% | +35.7% |
| Q3 2017 | $1,330,000 | +38.4% | 26,533 | +38.3% | 0.01% | +27.3% |
| Q2 2017 | $961,000 | – | 19,186 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Winthrop Advisory Group LLC | 713,372 | $35,874,000 | 14.20% |
| Pacific Center for Financial Services | 530,652 | $26,740,000 | 13.09% |
| Capital Advantage, Inc. | 732,690 | $36,920,000 | 12.78% |
| Sand Hill Global Advisors, LLC | 2,632,158 | $132,634,000 | 12.44% |
| Gateway Advisory, LLC | 694,110 | $34,976,000 | 11.86% |
| SEARCY FINANCIAL SERVICES INC /ADV | 307,014 | $15,470,000 | 11.46% |
| Retirement Planning Group, LLC | 954,798 | $48,112,000 | 10.18% |
| RETIREMENT CAPITAL STRATEGIES | 188,722 | $9,510,000 | 4.78% |
| OPUS INVESTMENT MANAGEMENT INC | 500,000 | $25,195,000 | 4.38% |
| Pasadena Private Wealth, LLC | 169,209 | $8,526,000 | 3.93% |