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 | $506,486 | -14.2% | 10,122 | -14.2% | 0.09% | -17.0% |
| Q3 2022 | $590,000 | -1.2% | 11,801 | -2.9% | 0.11% | -0.9% |
| Q2 2022 | $597,000 | -5.4% | 12,158 | -4.7% | 0.11% | -44.8% |
| Q1 2022 | $631,000 | +13.9% | 12,752 | +15.8% | 0.19% | +92.1% |
| Q4 2021 | $554,000 | +45.4% | 11,010 | +45.7% | 0.10% | +9.8% |
| Q3 2021 | $381,000 | +3.5% | 7,559 | +3.4% | 0.09% | -50.8% |
| Q2 2021 | $368,000 | +2.5% | 7,310 | +2.3% | 0.19% | -15.8% |
| Q1 2021 | $359,000 | +22.1% | 7,146 | +22.5% | 0.22% | -1.8% |
| Q4 2020 | $294,000 | -51.9% | 5,832 | -51.8% | 0.23% | -59.4% |
| Q3 2020 | $611,000 | -10.7% | 12,097 | -10.6% | 0.56% | +8.4% |
| Q2 2020 | $684,000 | – | 13,530 | – | 0.51% | – |
Download | ||||||
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% |