ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 299 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,712,000 | +0.1% | 74,230 | +0.2% | 0.40% | +0.3% |
| Q2 2022 | $3,707,000 | -0.2% | 74,080 | +0.1% | 0.40% | +5.6% |
| Q1 2022 | $3,713,000 | -0.2% | 74,040 | +0.3% | 0.38% | +10.3% |
| Q4 2021 | $3,721,000 | -0.2% | 73,842 | 0.0% | 0.34% | +0.9% |
| Q3 2021 | $3,729,000 | -5.2% | 73,842 | -5.1% | 0.34% | +0.6% |
| Q2 2021 | $3,932,000 | -15.8% | 77,832 | -15.8% | 0.34% | -22.0% |
| Q1 2021 | $4,671,000 | +32.4% | 92,464 | +32.4% | 0.43% | +23.1% |
| Q4 2020 | $3,528,000 | -0.7% | 69,842 | -0.6% | 0.35% | -11.4% |
| Q3 2020 | $3,554,000 | +128.3% | 70,278 | +128.2% | 0.40% | +82.9% |
| Q2 2020 | $1,557,000 | +2.9% | 30,798 | +1.7% | 0.22% | -17.9% |
| Q1 2020 | $1,513,000 | -58.2% | 30,293 | -57.9% | 0.26% | -61.0% |
| Q4 2019 | $3,618,000 | – | 71,890 | – | 0.68% | – |
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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% |