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 2023 | $1,194 | -5.2% | 23,705 | -5.4% | 0.00% | 0.0% |
| Q2 2023 | $1,260 | -9.5% | 25,055 | -9.6% | 0.00% | -33.3% |
| Q1 2023 | $1,392 | +431.3% | 27,703 | +428.7% | 0.01% | +500.0% |
| Q4 2022 | $262 | -100.0% | 5,240 | -81.5% | 0.00% | -83.3% |
| Q3 2022 | $1,413,000 | +469.8% | 28,258 | +468.9% | 0.01% | +500.0% |
| Q2 2022 | $248,000 | -44.8% | 4,967 | -44.5% | 0.00% | -50.0% |
| Q1 2022 | $449,000 | -53.7% | 8,949 | -53.4% | 0.00% | -50.0% |
| Q4 2021 | $969,000 | -15.8% | 19,221 | -15.7% | 0.00% | -20.0% |
| Q3 2021 | $1,151,000 | -69.6% | 22,792 | -69.6% | 0.01% | -70.6% |
| Q2 2021 | $3,789,000 | +3.6% | 75,003 | +3.6% | 0.02% | -5.6% |
| Q1 2021 | $3,659,000 | -32.3% | 72,428 | -32.3% | 0.02% | -30.8% |
| Q4 2020 | $5,406,000 | -2.3% | 107,017 | -2.2% | 0.03% | -18.8% |
| Q3 2020 | $5,533,000 | -5.0% | 109,415 | -5.0% | 0.03% | -13.5% |
| Q2 2020 | $5,822,000 | +37.2% | 115,145 | +35.6% | 0.04% | +8.8% |
| Q1 2020 | $4,242,000 | -18.0% | 84,920 | -17.4% | 0.03% | 0.0% |
| Q4 2019 | $5,172,000 | +16.4% | 102,763 | +16.5% | 0.03% | +6.2% |
| Q3 2019 | $4,445,000 | – | 88,215 | – | 0.03% | – |
Download | ||||||
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% |