ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $330,594 | -7.9% | 6,562 | -8.1% | 0.01% | +7.7% |
| Q2 2023 | $359,142 | +4.9% | 7,140 | +4.8% | 0.01% | 0.0% |
| Q1 2023 | $342,203 | -2.2% | 6,810 | -2.6% | 0.01% | -13.3% |
| Q4 2022 | $349,880 | +28.2% | 6,992 | +27.8% | 0.02% | +25.0% |
| Q3 2022 | $273,000 | +53.4% | 5,470 | +54.7% | 0.01% | +33.3% |
| Q4 2021 | $178,000 | -25.0% | 3,536 | -24.7% | 0.01% | -35.7% |
| Q1 2021 | $237,393 | -17.2% | 4,699 | -17.2% | 0.01% | -26.3% |
| Q4 2020 | $286,752 | -13.3% | 5,676 | -13.2% | 0.02% | -26.9% |
| Q3 2020 | $330,627 | -10.9% | 6,538 | -10.9% | 0.03% | -18.8% |
| Q2 2020 | $371,009 | +1.2% | 7,338 | 0.0% | 0.03% | -20.0% |
| Q1 2020 | $366,533 | -5.9% | 7,338 | -5.2% | 0.04% | +21.2% |
| Q4 2019 | $389,454 | – | 7,738 | – | 0.03% | – |
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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% |