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 | $1,492 | +15.4% | 29,630 | +15.2% | 1.19% | +18.9% |
| Q2 2023 | $1,293 | -14.3% | 25,710 | -14.4% | 1.00% | -16.9% |
| Q1 2023 | $1,509 | +42.8% | 30,039 | +42.1% | 1.20% | +31.9% |
| Q4 2022 | $1,057 | -99.9% | 21,134 | -9.0% | 0.91% | -23.4% |
| Q3 2022 | $1,161,000 | +2.0% | 23,220 | +2.1% | 1.19% | +1.3% |
| Q2 2022 | $1,138,000 | +31.4% | 22,732 | +31.7% | 1.18% | +42.0% |
| Q1 2022 | $866,000 | -8.2% | 17,258 | -7.8% | 0.83% | -7.2% |
| Q4 2021 | $943,000 | – | 18,724 | – | 0.89% | – |
Download | ||||||
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% |