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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $272,019 | -32.6% | 5,408 | -32.7% | 0.04% | -33.3% |
| Q1 2023 | $403,867 | -21.0% | 8,037 | -21.3% | 0.06% | -24.1% |
| Q4 2022 | $511,114 | -30.4% | 10,214 | -30.4% | 0.08% | -28.8% |
| Q3 2022 | $734,000 | +0.3% | 14,681 | +0.3% | 0.11% | +3.7% |
| Q2 2022 | $732,000 | +8.1% | 14,632 | +8.1% | 0.11% | +12.6% |
| Q1 2022 | $677,000 | -18.0% | 13,537 | -17.4% | 0.10% | -19.5% |
| Q4 2021 | $826,000 | -10.9% | 16,397 | -10.8% | 0.12% | -12.6% |
| Q3 2021 | $927,000 | +15.4% | 18,372 | +15.5% | 0.14% | +13.4% |
| Q2 2021 | $803,000 | -27.5% | 15,901 | -27.5% | 0.12% | -33.5% |
| Q1 2021 | $1,108,000 | -55.3% | 21,938 | -55.3% | 0.18% | -57.0% |
| Q4 2020 | $2,481,000 | +15.2% | 49,122 | +15.3% | 0.42% | +13.0% |
| Q3 2020 | $2,154,000 | +328.2% | 42,598 | +327.9% | 0.37% | +300.0% |
| Q2 2020 | $503,000 | – | 9,954 | – | 0.09% | – |
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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% |