ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 401 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $737,018 | -28.0% | 14,635 | -28.1% | 0.06% | -25.9% |
| Q2 2023 | $1,023,498 | -13.4% | 20,358 | -13.5% | 0.08% | -16.5% |
| Q1 2023 | $1,181,911 | -15.2% | 23,530 | -15.5% | 0.10% | -20.5% |
| Q4 2022 | $1,394,164 | -32.6% | 27,861 | -32.7% | 0.12% | -38.4% |
| Q3 2022 | $2,069,000 | -22.0% | 41,373 | -22.0% | 0.20% | -19.5% |
| Q2 2022 | $2,654,000 | +10.0% | 53,070 | +10.2% | 0.25% | +17.7% |
| Q1 2022 | $2,413,000 | – | 48,151 | – | 0.21% | – |
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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% |