ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 10 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,130 | +0.2% | 4,290 | 0.0% | 0.00% | +100.0% |
| Q2 2023 | $215,787 | +0.1% | 4,290 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $215,572 | +0.4% | 4,290 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $214,672 | -0.2% | 4,290 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $215,000 | +2.4% | 4,290 | +1.8% | 0.00% | -33.3% |
| Q1 2020 | $210,000 | -15.0% | 4,213 | -14.2% | 0.00% | 0.0% |
| Q4 2019 | $247,000 | -13.6% | 4,913 | -13.4% | 0.00% | 0.0% |
| Q3 2019 | $286,000 | -70.3% | 5,672 | -70.5% | 0.00% | -78.6% |
| Q4 2018 | $964,000 | +150.4% | 19,259 | +150.2% | 0.01% | +180.0% |
| Q4 2017 | $385,000 | +57.8% | 7,698 | +58.2% | 0.01% | +66.7% |
| Q3 2017 | $244,000 | -64.6% | 4,866 | -64.7% | 0.00% | -75.0% |
| Q2 2017 | $689,000 | +6.3% | 13,766 | +6.8% | 0.01% | +9.1% |
| Q1 2017 | $648,000 | +67.4% | 12,890 | +66.8% | 0.01% | +83.3% |
| Q4 2016 | $387,000 | -28.7% | 7,726 | -28.8% | 0.01% | -40.0% |
| Q3 2016 | $543,000 | +26.9% | 10,850 | +27.4% | 0.01% | +11.1% |
| Q2 2016 | $428,000 | +111.9% | 8,517 | +105.4% | 0.01% | +80.0% |
| Q4 2015 | $202,000 | -2.9% | 4,147 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $208,000 | -57.7% | 4,147 | -58.2% | 0.01% | -50.0% |
| Q2 2015 | $492,000 | +107.6% | 9,928 | +109.2% | 0.01% | +66.7% |
| Q1 2015 | $237,000 | – | 4,746 | – | 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% |