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 | $179,251 | -13.2% | 3,558 | -13.4% | 0.00% | – |
| Q2 2023 | $206,581 | +0.1% | 4,107 | 0.0% | 0.00% | – |
| Q1 2023 | $206,377 | +0.4% | 4,107 | 0.0% | 0.00% | – |
| Q4 2022 | $205,515 | -7.8% | 4,107 | -8.2% | 0.00% | – |
| Q3 2022 | $223,000 | -27.8% | 4,476 | -27.6% | 0.00% | – |
| Q2 2022 | $309,000 | +12.8% | 6,181 | +13.1% | 0.00% | – |
| Q1 2022 | $274,000 | -16.0% | 5,466 | -15.3% | 0.00% | – |
| Q4 2021 | $326,000 | 0.0% | 6,456 | 0.0% | 0.00% | – |
| Q3 2021 | $326,000 | +20.7% | 6,456 | +20.4% | 0.00% | – |
| Q2 2021 | $270,000 | 0.0% | 5,364 | 0.0% | 0.00% | – |
| Q1 2021 | $270,000 | 0.0% | 5,364 | 0.0% | 0.00% | – |
| Q4 2020 | $270,000 | +1250.0% | 5,364 | +1195.7% | 0.00% | – |
| Q3 2020 | $20,000 | +233.3% | 414 | +266.4% | 0.00% | – |
| Q1 2020 | $6,000 | – | 113 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Center for Financial Services | 895,692 | $45,250,000 | 16.75% |
| Private Wealth Advisors, LLC | 765,692 | $38,698,000 | 13.37% |
| SP Asset Management | 1,446,971 | $73,101,000 | 10.07% |
| AGILIS PARTNERS LLC | 369,566 | $18,670,000 | 8.76% |
| Winthrop Advisory Group LLC | 659,354 | $33,311,000 | 8.71% |
| SEARCY FINANCIAL SERVICES INC /ADV | 283,116 | $14,303,000 | 8.55% |
| MV CAPITAL MANAGEMENT, INC. | 825,255 | $41,692,000 | 7.90% |
| Bogart Wealth, LLC | 630,145 | $31,834,000 | 5.91% |
| Seven Springs Wealth Group, LLC | 224,209 | $11,327,000 | 5.85% |
| HORIZON FINANCIAL SERVICES, LLC | 118,421 | $5,983,000 | 5.42% |