ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 334 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,356 | +0.2% | 543 | 0.0% | 0.01% | +11.1% |
| Q2 2023 | $27,313 | +0.1% | 543 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $27,286 | +82584.8% | 543 | -18.3% | 0.01% | -23.1% |
| Q4 2022 | $33 | -99.9% | 665 | 0.0% | 0.01% | -7.1% |
| Q3 2022 | $33,000 | -52.2% | 665 | -51.6% | 0.01% | -50.0% |
| Q2 2022 | $69,000 | 0.0% | 1,373 | 0.0% | 0.03% | +16.7% |
| Q1 2022 | $69,000 | 0.0% | 1,373 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $69,000 | 0.0% | 1,373 | 0.0% | 0.02% | -14.3% |
| Q3 2021 | $69,000 | 0.0% | 1,373 | 0.0% | 0.03% | -9.7% |
| Q2 2021 | $69,000 | 0.0% | 1,373 | 0.0% | 0.03% | -6.1% |
| Q1 2021 | $69,000 | +97.1% | 1,373 | +96.7% | 0.03% | +50.0% |
| Q4 2020 | $35,000 | -38.6% | 698 | -38.3% | 0.02% | -45.0% |
| Q3 2020 | $57,000 | 0.0% | 1,132 | 0.0% | 0.04% | -4.8% |
| Q2 2020 | $57,000 | +21.3% | 1,132 | +20.4% | 0.04% | +5.0% |
| Q1 2020 | $47,000 | 0.0% | 940 | 0.0% | 0.04% | +21.2% |
| Q4 2019 | $47,000 | 0.0% | 940 | 0.0% | 0.03% | +22.2% |
| Q3 2019 | $47,000 | 0.0% | 940 | 0.0% | 0.03% | +3.8% |
| Q2 2019 | $47,000 | 0.0% | 940 | 0.0% | 0.03% | -3.7% |
| Q1 2019 | $47,000 | 0.0% | 940 | 0.0% | 0.03% | -6.9% |
| Q4 2018 | $47,000 | – | 940 | – | 0.03% | – |
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% |