ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 412 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $801,898 | +6.0% | 15,917 | +5.9% | 0.14% | +8.8% |
| Q2 2023 | $756,311 | -5.2% | 15,036 | -5.3% | 0.12% | -11.3% |
| Q1 2023 | $797,920 | +11.7% | 15,879 | +11.2% | 0.14% | +4.4% |
| Q4 2022 | $714,521 | -4.1% | 14,279 | -4.1% | 0.14% | -13.5% |
| Q3 2022 | $745,000 | -0.5% | 14,897 | -0.5% | 0.16% | +6.8% |
| Q2 2022 | $749,000 | +35.9% | 14,971 | +36.3% | 0.15% | +55.3% |
| Q1 2022 | $551,000 | +1.3% | 10,981 | +1.7% | 0.09% | -1.1% |
| Q4 2021 | $544,000 | +78.4% | 10,798 | +78.6% | 0.10% | +61.0% |
| Q3 2021 | $305,000 | +4.1% | 6,046 | +4.4% | 0.06% | +3.5% |
| Q2 2021 | $293,000 | +18.6% | 5,791 | +18.4% | 0.06% | +7.5% |
| Q1 2021 | $247,000 | +10.3% | 4,890 | +10.3% | 0.05% | +1.9% |
| Q4 2020 | $224,000 | – | 4,434 | – | 0.05% | – |
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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% |