ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 299 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $216,000 | -8.1% | 4,270 | -8.2% | 0.09% | -11.2% |
| Q4 2020 | $235,000 | +8.8% | 4,653 | +9.0% | 0.10% | -31.0% |
| Q3 2020 | $216,000 | -84.7% | 4,270 | -84.7% | 0.14% | -82.8% |
| Q2 2020 | $1,410,000 | -1.7% | 27,894 | -2.0% | 0.83% | -33.2% |
| Q1 2020 | $1,434,000 | +554.8% | 28,451 | +554.5% | 1.24% | +527.9% |
| Q4 2019 | $219,000 | 0.0% | 4,347 | 0.0% | 0.20% | -13.2% |
| Q3 2019 | $219,000 | -53.1% | 4,347 | -53.0% | 0.23% | -56.2% |
| Q2 2019 | $467,000 | – | 9,241 | – | 0.52% | – |
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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% |