ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 412 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,492,190 | -0.1% | 109,756 | -0.1% | 0.90% | -4.5% |
| Q3 2022 | $5,496,000 | -1.2% | 109,898 | -1.2% | 0.94% | +5.8% |
| Q2 2022 | $5,564,000 | -2.7% | 111,192 | -2.5% | 0.89% | -40.7% |
| Q1 2022 | $5,720,000 | +8.4% | 114,050 | +8.9% | 1.50% | +101.2% |
| Q4 2021 | $5,275,000 | +5.3% | 104,693 | +5.6% | 0.75% | -3.0% |
| Q3 2021 | $5,009,000 | +2.7% | 99,176 | +2.7% | 0.77% | +4.3% |
| Q2 2021 | $4,879,000 | +9.1% | 96,580 | +9.1% | 0.74% | +5.0% |
| Q1 2021 | $4,472,000 | +45.5% | 88,518 | +45.5% | 0.70% | +36.2% |
| Q4 2020 | $3,073,000 | +235.1% | 60,819 | +235.3% | 0.52% | +189.9% |
| Q3 2020 | $917,000 | +109.8% | 18,139 | +109.8% | 0.18% | +78.0% |
| Q2 2020 | $437,000 | – | 8,646 | – | 0.10% | – |
Download | ||||||
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% |