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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,018,607 | +110.2% | 695,089 | +109.9% | 17.56% | +133.6% |
| Q2 2023 | $16,656,485 | -48.2% | 331,143 | -48.3% | 7.52% | -52.2% |
| Q1 2023 | $32,155,649 | +674.3% | 639,913 | +671.0% | 15.72% | +523.0% |
| Q4 2022 | $4,152,975 | -45.4% | 82,993 | -45.4% | 2.52% | -50.3% |
| Q3 2022 | $7,607,000 | -37.2% | 152,119 | -37.2% | 5.07% | -49.1% |
| Q2 2022 | $12,118,000 | -9.4% | 242,157 | -9.2% | 9.96% | +4.7% |
| Q1 2022 | $13,379,000 | -3.3% | 266,781 | -2.8% | 9.51% | +27.5% |
| Q4 2021 | $13,836,000 | -1.7% | 274,575 | -1.5% | 7.46% | -6.4% |
| Q3 2021 | $14,079,000 | +6048.0% | 278,768 | +6053.8% | 7.97% | +5145.4% |
| Q2 2021 | $229,000 | – | 4,530 | – | 0.15% | – |
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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% |