ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 367 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $234,000 | -94.7% | 4,681 | -94.7% | 0.03% | -94.2% |
| Q2 2022 | $4,389,000 | -4.9% | 87,709 | -4.7% | 0.58% | +10.8% |
| Q1 2022 | $4,617,000 | -3.9% | 92,057 | -3.4% | 0.53% | -2.2% |
| Q4 2021 | $4,804,000 | -8.9% | 95,328 | -8.7% | 0.54% | -18.8% |
| Q3 2021 | $5,272,000 | +29.8% | 104,376 | +29.8% | 0.66% | +28.7% |
| Q2 2021 | $4,062,000 | -11.3% | 80,399 | -11.3% | 0.52% | -16.8% |
| Q1 2021 | $4,581,000 | +2.0% | 90,672 | +2.0% | 0.62% | -5.6% |
| Q4 2020 | $4,491,000 | +27.9% | 88,894 | +28.0% | 0.66% | +14.5% |
| Q3 2020 | $3,511,000 | +5.9% | 69,434 | +5.9% | 0.57% | -2.4% |
| Q2 2020 | $3,315,000 | – | 65,557 | – | 0.59% | – |
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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% |