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 | $1,360,058 | +19.9% | 26,996 | +19.7% | 0.18% | +24.3% |
| Q2 2023 | $1,134,567 | -0.1% | 22,556 | -0.2% | 0.14% | -5.3% |
| Q1 2023 | $1,135,349 | +6.1% | 22,594 | +5.7% | 0.15% | -5.6% |
| Q4 2022 | $1,070,105 | -0.9% | 21,385 | -1.0% | 0.16% | -13.4% |
| Q3 2022 | $1,080,000 | +142.7% | 21,604 | +143.0% | 0.19% | +154.8% |
| Q2 2022 | $445,000 | – | 8,892 | – | 0.07% | – |
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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% |