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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $210,703 | -33.1% | 4,211 | -33.2% | 0.17% | -22.4% |
| Q3 2022 | $315,000 | -63.9% | 6,308 | -63.7% | 0.22% | -53.1% |
| Q1 2022 | $872,000 | -4.9% | 17,395 | -4.5% | 0.48% | -1.9% |
| Q4 2021 | $917,000 | -12.2% | 18,214 | -11.9% | 0.48% | -17.1% |
| Q3 2021 | $1,044,000 | -5.4% | 20,677 | -5.4% | 0.58% | -3.8% |
| Q2 2021 | $1,104,000 | -0.5% | 21,865 | -0.4% | 0.61% | -6.3% |
| Q1 2021 | $1,109,000 | -1.3% | 21,963 | -1.3% | 0.65% | -7.6% |
| Q4 2020 | $1,124,000 | +3.0% | 22,252 | +3.1% | 0.70% | -9.9% |
| Q3 2020 | $1,091,000 | +38.5% | 21,577 | +38.4% | 0.78% | +21.0% |
| Q2 2020 | $788,000 | +177.5% | 15,587 | +173.6% | 0.64% | +115.8% |
| Q1 2020 | $284,000 | – | 5,697 | – | 0.30% | – |
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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% |