ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 406 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $790,563 | -24.6% | 15,692 | -24.8% | 0.60% | -28.3% |
Q2 2023 | $1,048,957 | +0.1% | 20,854 | 0.0% | 0.84% | -9.1% |
Q1 2023 | $1,047,914 | +0.4% | 20,854 | 0.0% | 0.93% | -5.0% |
Q4 2022 | $1,043,534 | -4.7% | 20,854 | -4.7% | 0.98% | -15.1% |
Q3 2022 | $1,095,000 | 0.0% | 21,886 | 0.0% | 1.15% | -0.6% |
Q2 2022 | $1,095,000 | -34.6% | 21,886 | -34.4% | 1.16% | -21.2% |
Q1 2022 | $1,674,000 | -0.5% | 33,375 | -0.0% | 1.47% | +5.7% |
Q4 2021 | $1,682,000 | – | 33,388 | – | 1.39% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Winthrop Advisory Group LLC | 713,372 | $35,874,000 | 14.20% |
Pacific Center for Financial Services | 530,652 | $26,740,000 | 13.09% |
Capital Advantage, Inc. | 732,690 | $36,920,000 | 12.78% |
Sand Hill Global Advisors, LLC | 2,632,158 | $132,634,000 | 12.44% |
Gateway Advisory, LLC | 694,110 | $34,976,000 | 11.86% |
SEARCY FINANCIAL SERVICES INC /ADV | 307,014 | $15,470,000 | 11.46% |
Retirement Planning Group, LLC | 954,798 | $48,112,000 | 10.18% |
RETIREMENT CAPITAL STRATEGIES | 188,722 | $9,510,000 | 4.78% |
OPUS INVESTMENT MANAGEMENT INC | 500,000 | $25,195,000 | 4.38% |
Pasadena Private Wealth, LLC | 169,209 | $8,526,000 | 3.93% |