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 2022 | $9,000 | -84.7% | 184 | -84.4% | 0.00% | -83.3% |
| Q2 2022 | $59,000 | 0.0% | 1,180 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $59,000 | 0.0% | 1,178 | +0.1% | 0.01% | +20.0% |
| Q4 2021 | $59,000 | 0.0% | 1,177 | +0.1% | 0.01% | -16.7% |
| Q3 2021 | $59,000 | 0.0% | 1,176 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $59,000 | 0.0% | 1,174 | -0.2% | 0.01% | 0.0% |
| Q1 2021 | $59,000 | -78.0% | 1,176 | -77.8% | 0.01% | -80.0% |
| Q4 2020 | $268,000 | -80.2% | 5,299 | -80.2% | 0.03% | -83.8% |
| Q3 2020 | $1,356,000 | -64.1% | 26,811 | -64.1% | 0.18% | -66.7% |
| Q2 2020 | $3,774,000 | +9.6% | 74,648 | +8.3% | 0.56% | -7.6% |
| Q1 2020 | $3,444,000 | +25.4% | 68,944 | +26.4% | 0.60% | +30.3% |
| Q4 2019 | $2,746,000 | – | 54,564 | – | 0.46% | – |
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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% |