ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,305 | -38.3% | 145 | -38.6% | 0.00% | – |
Q2 2023 | $11,846 | -42.3% | 236 | -42.3% | 0.00% | -100.0% |
Q1 2023 | $20,527 | -99.1% | 409 | -99.1% | 0.00% | -98.6% |
Q4 2022 | $2,250,385 | -89.4% | 44,972 | -89.4% | 0.07% | -89.0% |
Q3 2022 | $21,189,000 | +2118800.0% | 423,691 | +2824506.7% | 0.65% | – |
Q2 2022 | $1,000 | 0.0% | 15 | -37.5% | 0.00% | – |
Q2 2021 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
Q1 2021 | $1,000 | 0.0% | 24 | -7.7% | 0.00% | – |
Q1 2020 | $1,000 | – | 26 | – | 0.00% | – |
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% |