ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,512,746 | -3.3% | 69,725 | -3.5% | 0.04% | 0.0% |
| Q2 2023 | $3,633,320 | +23.0% | 72,233 | +22.9% | 0.04% | +15.2% |
| Q1 2023 | $2,953,745 | +44.7% | 58,781 | +44.1% | 0.03% | +37.5% |
| Q4 2022 | $2,041,132 | +240.8% | 40,790 | +240.5% | 0.02% | +200.0% |
| Q3 2022 | $599,000 | -4.0% | 11,978 | -4.0% | 0.01% | 0.0% |
| Q2 2022 | $624,000 | – | 12,478 | – | 0.01% | – |
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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% |