SUN LIFE FINANCIAL INC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 367 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
SUN LIFE FINANCIAL INC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$171,613,000
-0.5%
3,422,0000.0%7.93%
+23.9%
Q4 2021$172,435,000
+592.5%
3,422,000
+594.1%
6.40%
+349.1%
Q3 2021$24,899,000
-88.9%
493,000
-88.9%
1.42%
-87.4%
Q2 2021$224,915,0004,452,00011.34%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Winthrop Advisory Group LLC 713,372$35,874,00014.20%
Pacific Center for Financial Services 530,652$26,740,00013.09%
Capital Advantage, Inc. 732,690$36,920,00012.78%
Sand Hill Global Advisors, LLC 2,632,158$132,634,00012.44%
Gateway Advisory, LLC 694,110$34,976,00011.86%
SEARCY FINANCIAL SERVICES INC /ADV 307,014$15,470,00011.46%
Retirement Planning Group, LLC 954,798$48,112,00010.18%
RETIREMENT CAPITAL STRATEGIES 188,722$9,510,0004.78%
OPUS INVESTMENT MANAGEMENT INC 500,000$25,195,0004.38%
Pasadena Private Wealth, LLC 169,209$8,526,0003.93%
View complete list of ISHARES TR shareholders