ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 412 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $653,018 | +77.7% | 12,962 | +77.5% | 0.02% | +78.6% |
| Q2 2023 | $367,396 | -0.1% | 7,304 | -0.2% | 0.01% | 0.0% |
| Q1 2023 | $367,727 | +143543.4% | 7,318 | +43.2% | 0.01% | 0.0% |
| Q4 2022 | $256 | -99.9% | 5,111 | +0.4% | 0.01% | -6.7% |
| Q3 2022 | $255,000 | -46.3% | 5,090 | -46.4% | 0.02% | -25.0% |
| Q2 2022 | $475,000 | -31.0% | 9,493 | -30.8% | 0.02% | +11.1% |
| Q1 2022 | $688,000 | +27.6% | 13,709 | +28.0% | 0.02% | +50.0% |
| Q4 2021 | $539,000 | -1.3% | 10,706 | -1.0% | 0.01% | -14.3% |
| Q3 2021 | $546,000 | -8.4% | 10,816 | -8.3% | 0.01% | -12.5% |
| Q2 2021 | $596,000 | -13.4% | 11,789 | -13.5% | 0.02% | -11.1% |
| Q1 2021 | $688,000 | – | 13,627 | – | 0.02% | – |
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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% |