ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 77 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,209,924 | -1.1% | 24,016 | -1.2% | 0.02% | +4.8% |
| Q2 2023 | $1,222,851 | +0.1% | 24,316 | 0.0% | 0.02% | -4.5% |
| Q1 2023 | $1,221,878 | +6.0% | 24,316 | +5.5% | 0.02% | 0.0% |
| Q4 2022 | $1,153,221 | +280.6% | 23,046 | +285.2% | 0.02% | +214.3% |
| Q3 2020 | $303,000 | 0.0% | 5,983 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $303,000 | +1.3% | 5,983 | 0.0% | 0.01% | -20.0% |
| Q1 2020 | $299,000 | -0.7% | 5,983 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $301,000 | 0.0% | 5,983 | 0.0% | 0.01% | -11.1% |
| Q3 2019 | $301,000 | 0.0% | 5,983 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $301,000 | -3.2% | 5,983 | -3.2% | 0.01% | -10.0% |
| Q1 2019 | $311,000 | +0.3% | 6,183 | 0.0% | 0.01% | -9.1% |
| Q4 2018 | $310,000 | 0.0% | 6,183 | 0.0% | 0.01% | +10.0% |
| Q3 2018 | $310,000 | 0.0% | 6,183 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $310,000 | 0.0% | 6,183 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $310,000 | +3.3% | 6,183 | +3.3% | 0.01% | 0.0% |
| Q4 2017 | $300,000 | 0.0% | 5,983 | 0.0% | 0.01% | -9.1% |
| Q3 2017 | $300,000 | – | 5,983 | – | 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% |