ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 162 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $960,864 | -10.4% | 19,072 | -10.5% | 0.03% | -11.4% |
| Q2 2023 | $1,071,866 | +99.9% | 21,309 | +99.7% | 0.04% | +84.2% |
| Q1 2023 | $536,168 | -2.9% | 10,670 | -3.4% | 0.02% | -5.0% |
| Q4 2022 | $552,442 | +147.7% | 11,040 | +147.9% | 0.02% | +100.0% |
| Q3 2022 | $223,000 | -69.2% | 4,453 | -69.3% | 0.01% | -54.5% |
| Q2 2022 | $725,000 | +86.9% | 14,487 | +87.0% | 0.02% | -4.3% |
| Q1 2022 | $388,000 | +79.6% | 7,745 | +80.5% | 0.02% | +9.5% |
| Q4 2021 | $216,000 | +5.4% | 4,291 | +5.7% | 0.02% | +5.0% |
| Q2 2020 | $205,000 | -62.2% | 4,060 | -62.6% | 0.02% | -67.2% |
| Q1 2020 | $543,000 | -4.6% | 10,863 | -3.9% | 0.06% | +22.0% |
| Q4 2019 | $569,000 | – | 11,306 | – | 0.05% | – |
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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% |