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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $76,000 | -2.6% | 1,527 | -2.5% | 0.02% | 0.0% |
| Q2 2022 | $78,000 | +62.5% | 1,566 | +61.8% | 0.02% | +90.9% |
| Q1 2022 | $48,000 | -14.3% | 968 | -13.7% | 0.01% | -15.4% |
| Q4 2021 | $56,000 | -82.4% | 1,122 | -82.3% | 0.01% | -84.0% |
| Q3 2021 | $319,000 | +3887.5% | 6,335 | +3479.1% | 0.08% | +3950.0% |
| Q2 2021 | $8,000 | -66.7% | 177 | -62.7% | 0.00% | -71.4% |
| Q1 2021 | $24,000 | -90.4% | 475 | -90.4% | 0.01% | -90.8% |
| Q4 2020 | $249,000 | +149.0% | 4,928 | +148.9% | 0.08% | +117.1% |
| Q3 2020 | $100,000 | – | 1,980 | – | 0.04% | – |
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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% |