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 | ||||
---|---|---|---|---|---|---|
Q1 2021 | $155,000 | -88.6% | 3,060 | -88.7% | 0.02% | -89.1% |
Q4 2020 | $1,363,000 | -59.4% | 26,980 | -59.4% | 0.20% | -68.0% |
Q3 2020 | $3,357,000 | -35.8% | 66,385 | -35.8% | 0.63% | -40.3% |
Q2 2020 | $5,229,000 | +40123.1% | 103,415 | +40454.9% | 1.06% | +35200.0% |
Q4 2019 | $13,000 | – | 255 | – | 0.00% | – |
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% |