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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |