ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 334 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $223,789 | +4.7% | 4,454 | +4.3% | 0.00% | – |
| Q4 2022 | $213,741 | -69.9% | 4,271 | -69.9% | 0.00% | -100.0% |
| Q3 2022 | $709,000 | +16.0% | 14,177 | +16.0% | 0.00% | 0.0% |
| Q2 2022 | $611,000 | -87.9% | 12,219 | -87.9% | 0.00% | -87.5% |
| Q1 2022 | $5,059,000 | +46.9% | 100,884 | +47.6% | 0.01% | +60.0% |
| Q4 2021 | $3,444,000 | +5.3% | 68,337 | +5.5% | 0.01% | 0.0% |
| Q3 2021 | $3,271,000 | +108.7% | 64,773 | +108.9% | 0.01% | +66.7% |
| Q2 2021 | $1,567,000 | +34.3% | 31,010 | +34.3% | 0.00% | +50.0% |
| Q1 2021 | $1,167,000 | – | 23,090 | – | 0.00% | – |
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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% |