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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $545,000 | -0.5% | 10,897 | +0.3% | 0.14% | +20.4% |
| Q4 2021 | $548,000 | 0.0% | 10,869 | +0.1% | 0.11% | -14.4% |
| Q3 2021 | $548,000 | 0.0% | 10,856 | +0.1% | 0.13% | +1.5% |
| Q2 2021 | $548,000 | +1.3% | 10,845 | +1.3% | 0.13% | -12.2% |
| Q1 2021 | $541,000 | 0.0% | 10,709 | +0.1% | 0.15% | +0.7% |
| Q4 2020 | $541,000 | +0.2% | 10,699 | +0.2% | 0.15% | -8.1% |
| Q3 2020 | $540,000 | +0.2% | 10,678 | +0.2% | 0.16% | -9.6% |
| Q2 2020 | $539,000 | +1.7% | 10,654 | +0.5% | 0.18% | -6.8% |
| Q1 2020 | $530,000 | -0.4% | 10,606 | +0.3% | 0.19% | +18.8% |
| Q4 2019 | $532,000 | +0.6% | 10,570 | +0.8% | 0.16% | -7.5% |
| Q3 2019 | $529,000 | +0.8% | 10,491 | +0.7% | 0.17% | -4.4% |
| Q2 2019 | $525,000 | +1.0% | 10,421 | +0.7% | 0.18% | +5.2% |
| Q1 2019 | $520,000 | +0.8% | 10,345 | +0.5% | 0.17% | -16.5% |
| Q4 2018 | $516,000 | +0.8% | 10,298 | +0.8% | 0.21% | -1.0% |
| Q3 2018 | $512,000 | +0.6% | 10,215 | +0.6% | 0.21% | -1.9% |
| Q2 2018 | $509,000 | +0.6% | 10,155 | +0.4% | 0.21% | -3.2% |
| Q1 2018 | $506,000 | -49.8% | 10,119 | -49.7% | 0.22% | -50.0% |
| Q4 2017 | $1,008,000 | +0.4% | 20,129 | +0.5% | 0.44% | -5.0% |
| Q3 2017 | $1,004,000 | +0.4% | 20,032 | +0.2% | 0.46% | -14.6% |
| Q2 2017 | $1,000,000 | – | 19,984 | – | 0.54% | – |
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% |