ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,881 | -10.7% | 77,041 | -10.9% | 0.06% | -13.0% |
| Q2 2023 | $4,347 | +39.5% | 86,429 | +39.4% | 0.07% | +27.8% |
| Q1 2023 | $3,116 | -99.9% | 62,019 | +48.5% | 0.05% | +45.9% |
| Q4 2022 | $2,090,000 | -99.9% | 41,765 | +20.2% | 0.04% | +5.7% |
| Q3 2022 | $1,737,000,000 | +163151.9% | 34,733 | +63.3% | 0.04% | +66.7% |
| Q2 2022 | $1,064,000 | – | 21,270 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Center for Financial Services | 840,953 | $42,519,000 | 20.95% |
| SEARCY FINANCIAL SERVICES INC /ADV | 355,742 | $17,986,000 | 14.99% |
| Winthrop Advisory Group LLC | 630,814 | $31,869,000 | 11.25% |
| Bogart Wealth, LLC | 842,488 | $42,596,000 | 10.01% |
| Baystate Wealth Management LLC | 1,352,771 | $68,396,000 | 8.01% |
| MV CAPITAL MANAGEMENT, INC. | 634,128 | $32,062,000 | 7.55% |
| Seven Springs Wealth Group, LLC | 229,473 | $11,602,000 | 7.39% |
| Capital Advantage, Inc. | 361,350 | $18,270,000 | 6.49% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 586,439 | $29,650,000 | 5.26% |
| Heritage Wealth Advisors | 699,767 | $35,408,008,000 | 4.95% |