ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 115 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $422,000 | -19.5% | 8,450 | -19.1% | 0.04% | -15.1% |
Q1 2022 | $524,000 | -0.4% | 10,450 | 0.0% | 0.05% | +3.9% |
Q4 2021 | $526,000 | +17.9% | 10,450 | +18.1% | 0.05% | +6.2% |
Q3 2021 | $446,000 | +59.3% | 8,850 | +59.5% | 0.05% | +6.7% |
Q3 2020 | $280,000 | -56.7% | 5,550 | -56.6% | 0.04% | -61.5% |
Q2 2020 | $647,000 | -78.1% | 12,800 | -78.2% | 0.12% | -78.3% |
Q4 2019 | $2,955,000 | -1.5% | 58,720 | -1.3% | 0.54% | -7.4% |
Q3 2019 | $2,999,000 | +12.7% | 59,520 | +12.6% | 0.58% | +23.3% |
Q2 2019 | $2,662,000 | +33.2% | 52,840 | +33.0% | 0.47% | +23.6% |
Q1 2019 | $1,998,000 | +25.6% | 39,740 | +25.0% | 0.38% | +1.9% |
Q4 2018 | $1,591,000 | +282.5% | 31,790 | +283.0% | 0.38% | +380.8% |
Q3 2018 | $416,000 | – | 8,300 | – | 0.08% | – |
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% |