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 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 ↓ |
|---|---|---|---|
| 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% |