ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 374 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $484,250 | +23.2% | 9,677 | +23.1% | 0.03% | +10.0% |
| Q3 2022 | $393,000 | +59.8% | 7,860 | +60.1% | 0.03% | +57.9% |
| Q2 2022 | $246,000 | -44.8% | 4,910 | -44.3% | 0.02% | -44.1% |
| Q3 2021 | $446,000 | -6.7% | 8,821 | -6.9% | 0.03% | -10.5% |
| Q2 2021 | $478,000 | +5.1% | 9,471 | +5.3% | 0.04% | -9.5% |
| Q1 2021 | $455,000 | +16.4% | 8,997 | +16.3% | 0.04% | +13.5% |
| Q4 2020 | $391,000 | +14.3% | 7,734 | +14.2% | 0.04% | -5.1% |
| Q3 2020 | $342,000 | – | 6,770 | – | 0.04% | – |
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% |