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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $876,974 | -51.2% | 17,452 | -51.4% | 0.54% | -53.2% |
| Q4 2022 | $1,798,185 | -6.6% | 35,935 | -6.7% | 1.16% | -8.8% |
| Q3 2022 | $1,926,000 | -2.7% | 38,517 | -2.7% | 1.28% | -4.3% |
| Q2 2022 | $1,979,000 | -14.6% | 39,592 | -14.3% | 1.33% | -7.6% |
| Q1 2022 | $2,318,000 | -13.3% | 46,224 | -12.9% | 1.44% | -4.8% |
| Q4 2021 | $2,673,000 | -8.9% | 53,055 | -8.7% | 1.51% | -10.5% |
| Q3 2021 | $2,935,000 | +0.7% | 58,110 | +0.7% | 1.69% | -13.5% |
| Q2 2021 | $2,914,000 | +224.5% | 57,681 | +224.5% | 1.95% | -52.6% |
| Q1 2021 | $898,000 | +81.4% | 17,775 | +81.2% | 4.12% | -12.4% |
| Q4 2020 | $495,000 | -62.0% | 9,809 | -61.9% | 4.70% | +597.3% |
| Q2 2020 | $1,301,000 | -21.7% | 25,741 | -22.6% | 0.67% | -50.9% |
| Q1 2020 | $1,662,000 | -9.8% | 33,274 | -9.1% | 1.37% | +12.9% |
| Q4 2019 | $1,842,000 | – | 36,592 | – | 1.22% | – |
Download | ||||||
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% |