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 | $275,718 | -58.0% | 5,473 | -58.1% | 0.13% | -61.0% |
| Q2 2023 | $656,719 | +0.4% | 13,056 | +0.3% | 0.32% | -4.7% |
| Q1 2023 | $654,399 | -1.1% | 13,023 | -1.5% | 0.34% | -2.9% |
| Q4 2022 | $661,403 | -0.4% | 13,217 | -0.5% | 0.35% | -4.4% |
| Q3 2022 | $664,000 | 0.0% | 13,277 | +0.0% | 0.36% | +10.3% |
| Q2 2022 | $664,000 | -70.4% | 13,272 | -70.4% | 0.33% | -64.3% |
| Q1 2022 | $2,246,000 | +59.3% | 44,794 | +60.1% | 0.93% | +48.4% |
| Q4 2021 | $1,410,000 | -20.2% | 27,986 | -20.0% | 0.62% | -34.2% |
| Q3 2021 | $1,767,000 | -29.0% | 34,978 | -29.0% | 0.95% | -29.5% |
| Q2 2021 | $2,489,000 | +13.0% | 49,258 | +13.0% | 1.35% | -10.8% |
| Q1 2021 | $2,203,000 | -34.1% | 43,607 | -34.1% | 1.51% | -48.1% |
| Q4 2020 | $3,343,000 | – | 66,165 | – | 2.91% | – |
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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% |