ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 20 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $327,470 | +0.2% | 6,500 | 0.0% | 0.08% | +2.6% |
| Q2 2023 | $326,950 | +0.1% | 6,500 | 0.0% | 0.08% | -4.9% |
| Q1 2023 | $326,625 | -5.4% | 6,500 | -5.8% | 0.08% | -12.8% |
| Q4 2022 | $345,276 | +6.2% | 6,900 | +6.2% | 0.09% | -1.1% |
| Q3 2022 | $325,000 | 0.0% | 6,500 | 0.0% | 0.10% | +2.2% |
| Q2 2022 | $325,000 | -0.3% | 6,500 | 0.0% | 0.09% | +12.0% |
| Q1 2022 | $326,000 | -0.6% | 6,500 | 0.0% | 0.08% | +1.2% |
| Q4 2021 | $328,000 | 0.0% | 6,500 | 0.0% | 0.08% | -6.8% |
| Q3 2021 | $328,000 | 0.0% | 6,500 | 0.0% | 0.09% | -2.2% |
| Q2 2021 | $328,000 | 0.0% | 6,500 | 0.0% | 0.09% | -10.0% |
| Q1 2021 | $328,000 | 0.0% | 6,500 | 0.0% | 0.10% | -4.8% |
| Q4 2020 | $328,000 | -0.3% | 6,500 | 0.0% | 0.10% | -7.9% |
| Q3 2020 | $329,000 | -23.5% | 6,500 | -23.5% | 0.11% | -27.8% |
| Q2 2020 | $430,000 | -7.3% | 8,495 | -8.5% | 0.16% | -18.6% |
| Q1 2020 | $464,000 | -0.6% | 9,281 | 0.0% | 0.19% | +13.5% |
| Q4 2019 | $467,000 | -14.8% | 9,281 | -14.7% | 0.17% | -22.6% |
| Q3 2019 | $548,000 | 0.0% | 10,878 | 0.0% | 0.22% | -3.5% |
| Q2 2019 | $548,000 | -6.6% | 10,878 | -6.7% | 0.23% | -14.9% |
| Q1 2019 | $587,000 | -1.7% | 11,663 | -2.1% | 0.27% | -18.0% |
| Q4 2018 | $597,000 | -33.4% | 11,913 | -33.4% | 0.33% | -28.4% |
| Q3 2018 | $897,000 | -0.9% | 17,879 | -1.0% | 0.46% | -7.8% |
| Q2 2018 | $905,000 | -19.2% | 18,051 | -19.2% | 0.50% | -22.6% |
| Q1 2018 | $1,120,000 | +2.4% | 22,351 | +2.3% | 0.64% | +2.2% |
| Q4 2017 | $1,094,000 | – | 21,851 | – | 0.63% | – |
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% |