ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 299 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,135,414 | -15.5% | 22,537 | -15.7% | 0.30% | -16.1% |
| Q2 2023 | $1,344,066 | +1.5% | 26,721 | +1.4% | 0.35% | -4.3% |
| Q1 2023 | $1,324,138 | +10.5% | 26,351 | +10.0% | 0.37% | +6.0% |
| Q4 2022 | $1,198,508 | -3.6% | 23,951 | -3.6% | 0.35% | -5.7% |
| Q3 2022 | $1,243,000 | -1.0% | 24,850 | -1.0% | 0.37% | -1.6% |
| Q2 2022 | $1,256,000 | -2.6% | 25,092 | -2.5% | 0.38% | +10.3% |
| Q1 2022 | $1,290,000 | -4.2% | 25,724 | -3.8% | 0.34% | -3.4% |
| Q4 2021 | $1,347,000 | -1.0% | 26,727 | -0.8% | 0.35% | -10.6% |
| Q3 2021 | $1,361,000 | +7.9% | 26,952 | +8.0% | 0.40% | +12.9% |
| Q2 2021 | $1,261,000 | -1.3% | 24,952 | -1.4% | 0.35% | +0.3% |
| Q1 2021 | $1,278,000 | -3.0% | 25,312 | -3.0% | 0.35% | -10.3% |
| Q4 2020 | $1,318,000 | -2.2% | 26,102 | -2.2% | 0.39% | -9.7% |
| Q3 2020 | $1,347,000 | – | 26,680 | – | 0.43% | – |
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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% |