ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 374 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $588 | -10.5% | 11,678 | -10.6% | 0.04% | -8.9% |
| Q2 2023 | $657 | -16.1% | 13,058 | -16.2% | 0.04% | -19.6% |
| Q1 2023 | $783 | -17.0% | 15,577 | -17.3% | 0.06% | -21.1% |
| Q4 2022 | $943 | -99.9% | 18,835 | -5.6% | 0.07% | -10.1% |
| Q3 2022 | $998,000 | -18.7% | 19,956 | -18.6% | 0.08% | -16.0% |
| Q2 2022 | $1,227,000 | +20.9% | 24,511 | +21.1% | 0.09% | +34.3% |
| Q1 2022 | $1,015,000 | +14.8% | 20,235 | +15.4% | 0.07% | +18.6% |
| Q4 2021 | $884,000 | – | 17,535 | – | 0.06% | – |
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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% |