ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 374 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $795,000 | -25.1% | 15,916 | -25.0% | 0.28% | -20.2% |
| Q2 2022 | $1,061,000 | -15.3% | 21,209 | -15.1% | 0.35% | +0.9% |
| Q1 2022 | $1,253,000 | +0.3% | 24,993 | +0.8% | 0.34% | +11.7% |
| Q4 2021 | $1,249,000 | +11.6% | 24,793 | +11.9% | 0.31% | +4.1% |
| Q3 2021 | $1,119,000 | -20.6% | 22,150 | -20.6% | 0.30% | -22.0% |
| Q2 2021 | $1,409,000 | +4.8% | 27,885 | +4.8% | 0.38% | -4.5% |
| Q1 2021 | $1,344,000 | +82.6% | 26,610 | +81.0% | 0.40% | +25.7% |
| Q2 2018 | $736,000 | -0.1% | 14,705 | 0.0% | 0.32% | +0.3% |
| Q1 2018 | $737,000 | +19.3% | 14,705 | +19.1% | 0.31% | +22.2% |
| Q4 2017 | $618,000 | +8.8% | 12,342 | +8.8% | 0.26% | +3.6% |
| Q3 2017 | $568,000 | – | 11,342 | – | 0.25% | – |
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% |