ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 24 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,332,000 | +3.4% | 66,200 | +3.5% | 0.02% | -4.2% |
| Q3 2019 | $3,221,000 | -21.6% | 63,943 | -21.5% | 0.02% | -22.6% |
| Q2 2019 | $4,106,000 | +17.6% | 81,470 | +17.4% | 0.03% | +6.9% |
| Q1 2019 | $3,491,000 | +54.6% | 69,387 | +53.9% | 0.03% | +31.8% |
| Q4 2018 | $2,258,000 | +1623.7% | 45,097 | +1622.6% | 0.02% | +2100.0% |
| Q3 2018 | $131,000 | +24.8% | 2,618 | +24.5% | 0.00% | 0.0% |
| Q2 2018 | $105,000 | 0.0% | 2,103 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $105,000 | – | 2,103 | – | 0.00% | – |
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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% |