ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 162 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $273,000 | -0.4% | 5,416 | 0.0% | 0.12% | -6.7% |
| Q3 2021 | $274,000 | -97.4% | 5,416 | -97.4% | 0.13% | -97.0% |
| Q2 2021 | $10,479,000 | -3.1% | 207,421 | -3.1% | 4.54% | -11.0% |
| Q1 2021 | $10,814,000 | -4.5% | 214,059 | -4.5% | 5.10% | -13.0% |
| Q4 2020 | $11,327,000 | -1.9% | 224,209 | -1.8% | 5.85% | -19.3% |
| Q3 2020 | $11,550,000 | -0.4% | 228,396 | -0.5% | 7.26% | -1.8% |
| Q2 2020 | $11,602,000 | +15.1% | 229,473 | +13.7% | 7.39% | +4.1% |
| Q1 2020 | $10,080,000 | -14.4% | 201,801 | -13.7% | 7.10% | -11.1% |
| Q4 2019 | $11,769,000 | – | 233,841 | – | 7.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Center for Financial Services | 840,953 | $42,519,000 | 20.95% |
| SEARCY FINANCIAL SERVICES INC /ADV | 355,742 | $17,986,000 | 14.99% |
| Winthrop Advisory Group LLC | 630,814 | $31,869,000 | 11.25% |
| Bogart Wealth, LLC | 842,488 | $42,596,000 | 10.01% |
| Baystate Wealth Management LLC | 1,352,771 | $68,396,000 | 8.01% |
| MV CAPITAL MANAGEMENT, INC. | 634,128 | $32,062,000 | 7.55% |
| Seven Springs Wealth Group, LLC | 229,473 | $11,602,000 | 7.39% |
| Capital Advantage, Inc. | 361,350 | $18,270,000 | 6.49% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 586,439 | $29,650,000 | 5.26% |
| Heritage Wealth Advisors | 699,767 | $35,408,008,000 | 4.95% |