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 2022 | $233,000 | +4.5% | 4,665 | +4.5% | 0.54% | +16.5% |
| Q2 2022 | $223,000 | -7.5% | 4,465 | -7.2% | 0.47% | +18.6% |
| Q1 2022 | $241,000 | -44.2% | 4,811 | -43.9% | 0.39% | -44.3% |
| Q4 2021 | $432,000 | -14.1% | 8,575 | -13.9% | 0.70% | -22.6% |
| Q3 2021 | $503,000 | -1.4% | 9,956 | -1.3% | 0.91% | +0.9% |
| Q2 2021 | $510,000 | -4.7% | 10,088 | -4.7% | 0.90% | +69.7% |
| Q1 2021 | $535,000 | -24.4% | 10,588 | -24.4% | 0.53% | -24.1% |
| Q4 2020 | $708,000 | – | 14,005 | – | 0.70% | – |
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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% |