ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 367 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |