ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 374 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,281 | +0.2% | 4,293 | 0.0% | 0.14% | +2.2% |
| Q2 2023 | $215,938 | -64.1% | 4,293 | -64.2% | 0.14% | -67.7% |
| Q1 2023 | $602,096 | -45.4% | 11,982 | -45.6% | 0.43% | -44.7% |
| Q4 2022 | $1,102,481 | +158.8% | 22,032 | +158.8% | 0.77% | +122.5% |
| Q3 2022 | $426,000 | -18.5% | 8,513 | -18.5% | 0.35% | -12.4% |
| Q2 2022 | $523,000 | -85.2% | 10,448 | -85.2% | 0.40% | -83.1% |
| Q1 2022 | $3,534,000 | +98.8% | 70,464 | +99.7% | 2.34% | +90.7% |
| Q4 2021 | $1,778,000 | +333.7% | 35,283 | +334.6% | 1.23% | +314.9% |
| Q3 2021 | $410,000 | -18.8% | 8,119 | -18.7% | 0.30% | -14.9% |
| Q2 2021 | $505,000 | +87.0% | 9,991 | +86.9% | 0.35% | +64.9% |
| Q1 2021 | $270,000 | – | 5,346 | – | 0.21% | – |
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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% |