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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $161,479 | -30.4% | 3,227 | -30.3% | 0.11% | -39.9% |
| Q3 2022 | $232,000 | -17.1% | 4,632 | -17.2% | 0.19% | -5.5% |
| Q2 2022 | $280,000 | -0.4% | 5,595 | 0.0% | 0.20% | +15.7% |
| Q1 2022 | $281,000 | -63.6% | 5,595 | -63.5% | 0.17% | -62.9% |
| Q4 2021 | $773,000 | -8.3% | 15,345 | -8.1% | 0.46% | -11.3% |
| Q3 2021 | $843,000 | 0.0% | 16,695 | 0.0% | 0.52% | +0.6% |
| Q2 2021 | $843,000 | -48.6% | 16,695 | -48.5% | 0.52% | -57.2% |
| Q1 2021 | $1,639,000 | 0.0% | 32,445 | 0.0% | 1.21% | -3.8% |
| Q4 2020 | $1,639,000 | -0.1% | 32,445 | 0.0% | 1.26% | -7.3% |
| Q3 2020 | $1,640,000 | -11.7% | 32,445 | -11.8% | 1.36% | -19.1% |
| Q2 2020 | $1,858,000 | -21.2% | 36,765 | -22.2% | 1.68% | -23.7% |
| Q1 2020 | $2,359,000 | -9.5% | 47,240 | -8.8% | 2.21% | -4.7% |
| Q4 2019 | $2,608,000 | – | 51,824 | – | 2.32% | – |
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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% |