ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
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% | – |
Download |
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% |