ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 299 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,618,771 | -2.4% | 51,980 | -2.5% | 0.03% | 0.0% |
| Q2 2023 | $2,682,042 | -4.1% | 53,321 | -4.2% | 0.03% | -8.1% |
| Q1 2023 | $2,796,139 | -13.1% | 55,645 | -13.5% | 0.04% | -17.8% |
| Q4 2022 | $3,219,409 | -5.0% | 64,337 | -5.1% | 0.04% | -16.7% |
| Q3 2022 | $3,390,000 | -5.3% | 67,791 | -5.3% | 0.05% | -1.8% |
| Q2 2022 | $3,581,000 | -3.9% | 71,556 | -3.7% | 0.06% | +5.8% |
| Q1 2022 | $3,725,000 | -1.2% | 74,279 | -0.7% | 0.05% | -1.9% |
| Q4 2021 | $3,769,000 | -9.2% | 74,795 | -9.0% | 0.05% | -19.7% |
| Q3 2021 | $4,151,000 | -8.7% | 82,195 | -8.7% | 0.07% | -10.8% |
| Q2 2021 | $4,547,000 | -4.9% | 90,008 | -4.9% | 0.07% | -12.9% |
| Q1 2021 | $4,779,000 | +0.5% | 94,611 | +0.5% | 0.08% | -3.4% |
| Q4 2020 | $4,754,000 | +538.1% | 94,110 | +538.9% | 0.09% | +486.7% |
| Q3 2020 | $745,000 | – | 14,730 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,446,126 | $72,523,000 | 19.71% |
| Tempus Wealth Planning, LLC | 266,781 | $13,379,000 | 9.51% |
| Eagle Bay Advisors LLC | 214,191 | $10,741,000 | 8.76% |
| Summit Wealth Group, LLC | 166,642 | $8,357,000 | 8.75% |
| SUN LIFE FINANCIAL INC | 3,422,000 | $171,613,000 | 7.93% |
| Winthrop Advisory Group LLC | 708,761 | $35,544,000 | 7.41% |
| Snider Financial Group | 269,300 | $13,505,000 | 6.14% |
| Roble, Belko & Company, Inc | 590,181 | $29,598,000 | 5.63% |
| SVB WEALTH LLC | 7,787,019 | $390,519,000 | 5.23% |
| SWM Advisors | 130,586 | $6,549,000 | 5.14% |