ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $554,079 | +0.2% | 10,998 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $553,199 | -6.3% | 10,998 | -6.4% | 0.01% | -11.1% |
Q1 2023 | $590,387 | -2.2% | 11,749 | -2.6% | 0.01% | -18.2% |
Q4 2022 | $603,683 | +32.7% | 12,064 | +34.0% | 0.01% | +37.5% |
Q2 2021 | $455,000 | -18.8% | 9,002 | -18.7% | 0.01% | -33.3% |
Q1 2021 | $560,000 | -48.5% | 11,075 | -48.5% | 0.01% | -52.0% |
Q4 2020 | $1,087,000 | +396.3% | 21,525 | +397.1% | 0.02% | +316.7% |
Q2 2020 | $219,000 | – | 4,330 | – | 0.01% | – |
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% |