ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $886,336 | +9.3% | 17,600 | +9.3% | 0.29% | -2.0% |
| Q3 2023 | $811,118 | -11.9% | 16,100 | -12.0% | 0.30% | -9.6% |
| Q2 2023 | $920,490 | -6.1% | 18,300 | -6.2% | 0.33% | -9.3% |
| Q1 2023 | $979,875 | +117.6% | 19,500 | +116.7% | 0.37% | +100.0% |
| Q4 2022 | $450,360 | +0.3% | 9,000 | +0.3% | 0.18% | -11.2% |
| Q3 2022 | $449,000 | +113.8% | 8,975 | +113.7% | 0.21% | +126.4% |
| Q2 2022 | $210,000 | – | 4,200 | – | 0.09% | – |
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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% |