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 | $362,000 | -99.9% | 7,170 | 0.0% | 0.12% | -9.7% |
| Q4 2020 | $362,228,000 | +92541.4% | 7,170 | -7.4% | 0.13% | -23.0% |
| Q3 2020 | $391,000 | 0.0% | 7,741 | 0.0% | 0.17% | -14.3% |
| Q2 2020 | $391,000 | +1.3% | 7,741 | 0.0% | 0.20% | -13.2% |
| Q1 2020 | $386,000 | -21.9% | 7,741 | -21.1% | 0.23% | -9.7% |
| Q4 2019 | $494,000 | 0.0% | 9,811 | 0.0% | 0.26% | -9.4% |
| Q3 2019 | $494,000 | -72.8% | 9,811 | -72.8% | 0.29% | -71.9% |
| Q2 2019 | $1,815,000 | +12.2% | 36,026 | +12.0% | 1.02% | +5.5% |
| Q1 2019 | $1,618,000 | – | 32,160 | – | 0.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Center for Financial Services | 840,953 | $42,519,000 | 20.95% |
| SEARCY FINANCIAL SERVICES INC /ADV | 355,742 | $17,986,000 | 14.99% |
| Winthrop Advisory Group LLC | 630,814 | $31,869,000 | 11.25% |
| Bogart Wealth, LLC | 842,488 | $42,596,000 | 10.01% |
| Baystate Wealth Management LLC | 1,352,771 | $68,396,000 | 8.01% |
| MV CAPITAL MANAGEMENT, INC. | 634,128 | $32,062,000 | 7.55% |
| Seven Springs Wealth Group, LLC | 229,473 | $11,602,000 | 7.39% |
| Capital Advantage, Inc. | 361,350 | $18,270,000 | 6.49% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 586,439 | $29,650,000 | 5.26% |
| Heritage Wealth Advisors | 699,767 | $35,408,008,000 | 4.95% |