ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 332 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $6,407,875 | +267.1% | 127,393 | +439.3% | 0.65% | +572.2% |
| Q1 2023 | $1,745,695 | +973.9% | 23,624 | +627.3% | 0.10% | +1285.7% |
| Q4 2022 | $162,552 | -91.9% | 3,248 | -91.9% | 0.01% | -94.1% |
| Q3 2022 | $2,013,000 | +12.7% | 40,259 | +12.7% | 0.12% | -25.2% |
| Q2 2022 | $1,786,000 | +7.7% | 35,719 | +7.9% | 0.16% | +69.1% |
| Q1 2022 | $1,659,000 | +32.7% | 33,089 | +33.4% | 0.09% | -11.3% |
| Q4 2021 | $1,250,000 | +68.9% | 24,811 | +69.4% | 0.11% | +79.7% |
| Q1 2021 | $740,000 | +1296.2% | 14,650 | +1299.2% | 0.06% | +1080.0% |
| Q4 2020 | $53,000 | – | 1,047 | – | 0.01% | – |
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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% |