ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 367 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $580,428 | -4.9% | 11,521 | -5.0% | 0.06% | -7.7% |
Q2 2023 | $610,290 | -89.0% | 12,133 | -89.0% | 0.06% | -78.3% |
Q1 2023 | $5,562,728 | +1.5% | 110,701 | +1.1% | 0.30% | -9.4% |
Q4 2022 | $5,479,230 | -41.1% | 109,497 | -41.2% | 0.33% | -47.4% |
Q3 2022 | $9,308,000 | +1107.3% | 186,120 | +1108.2% | 0.63% | +1109.6% |
Q2 2022 | $771,000 | +190.9% | 15,405 | +191.0% | 0.05% | +225.0% |
Q1 2022 | $265,000 | 0.0% | 5,294 | +0.6% | 0.02% | -5.9% |
Q4 2021 | $265,000 | -7.0% | 5,264 | -6.8% | 0.02% | -10.5% |
Q3 2021 | $285,000 | -26.5% | 5,650 | -26.4% | 0.02% | -32.1% |
Q2 2021 | $388,000 | +6.6% | 7,680 | +6.7% | 0.03% | -9.7% |
Q1 2021 | $364,000 | -32.8% | 7,200 | -32.9% | 0.03% | -36.7% |
Q4 2020 | $542,000 | +14.8% | 10,735 | +15.1% | 0.05% | +53.1% |
Q3 2020 | $472,000 | +76.1% | 9,325 | +75.9% | 0.03% | -8.6% |
Q2 2020 | $268,000 | – | 5,300 | – | 0.04% | – |
Download |
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% |