ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 401 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,022,657 | -55.2% | 20,299 | -55.2% | 0.11% | -53.1% |
| Q2 2023 | $2,281,632 | -39.6% | 45,360 | -39.7% | 0.24% | -43.8% |
| Q1 2023 | $3,778,459 | -68.9% | 75,193 | -69.1% | 0.43% | -71.1% |
| Q4 2022 | $12,158,718 | +1402.9% | 242,980 | +1402.0% | 1.48% | +1326.9% |
| Q3 2022 | $809,000 | +0.4% | 16,177 | +0.4% | 0.10% | +9.5% |
| Q2 2022 | $806,000 | -0.1% | 16,112 | +0.1% | 0.10% | 0.0% |
| Q1 2022 | $807,000 | – | 16,098 | – | 0.10% | – |
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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% |