ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 299 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $293,000 | -79.4% | 5,854 | -79.4% | 0.11% | -76.9% |
| Q2 2022 | $1,423,000 | +22.0% | 28,431 | +22.3% | 0.46% | +51.6% |
| Q1 2022 | $1,166,000 | -1.4% | 23,249 | -1.0% | 0.31% | +4.1% |
| Q4 2021 | $1,183,000 | -9.0% | 23,473 | -8.8% | 0.29% | -16.5% |
| Q3 2021 | $1,300,000 | +48.7% | 25,737 | +48.8% | 0.35% | +45.5% |
| Q2 2021 | $874,000 | +15.3% | 17,293 | +15.2% | 0.24% | +7.6% |
| Q1 2021 | $758,000 | -81.5% | 15,005 | -81.5% | 0.22% | -83.0% |
| Q4 2020 | $4,097,000 | +4.8% | 81,106 | +4.9% | 1.33% | -8.9% |
| Q3 2020 | $3,911,000 | +8.0% | 77,344 | +8.0% | 1.46% | -1.2% |
| Q2 2020 | $3,620,000 | +22.4% | 71,605 | +20.9% | 1.47% | -0.3% |
| Q1 2020 | $2,957,000 | – | 59,206 | – | 1.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Center for Financial Services | 895,692 | $45,250,000 | 16.75% |
| Private Wealth Advisors, LLC | 765,692 | $38,698,000 | 13.37% |
| SP Asset Management | 1,446,971 | $73,101,000 | 10.07% |
| AGILIS PARTNERS LLC | 369,566 | $18,670,000 | 8.76% |
| Winthrop Advisory Group LLC | 659,354 | $33,311,000 | 8.71% |
| SEARCY FINANCIAL SERVICES INC /ADV | 283,116 | $14,303,000 | 8.55% |
| MV CAPITAL MANAGEMENT, INC. | 825,255 | $41,692,000 | 7.90% |
| Bogart Wealth, LLC | 630,145 | $31,834,000 | 5.91% |
| Seven Springs Wealth Group, LLC | 224,209 | $11,327,000 | 5.85% |
| HORIZON FINANCIAL SERVICES, LLC | 118,421 | $5,983,000 | 5.42% |