ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 448 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20 | -44.4% | 399 | -43.0% | 0.00% | -50.0% |
| Q2 2023 | $36 | +20.0% | 700 | +16.7% | 0.01% | +20.0% |
| Q1 2023 | $30 | 0.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $30 | -99.6% | 600 | +308.2% | 0.01% | +400.0% |
| Q2 2021 | $7,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | – | 147 | – | 0.00% | – |
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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% |