ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 332 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $503,000 | -31.5% | 9,965 | -31.5% | 0.04% | -31.4% |
| Q2 2021 | $734,000 | -48.9% | 14,538 | -48.8% | 0.05% | -52.8% |
| Q1 2021 | $1,435,000 | -33.3% | 28,418 | -33.3% | 0.11% | -37.2% |
| Q4 2020 | $2,153,000 | -17.4% | 42,633 | -17.3% | 0.17% | -25.5% |
| Q3 2020 | $2,607,000 | +21.7% | 51,558 | +21.6% | 0.23% | +13.8% |
| Q2 2020 | $2,143,000 | – | 42,398 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 945,549 | $47,646,000 | 10.16% |
| Summit Wealth Group, LLC | 134,789 | $6,792,000 | 7.74% |
| Tempus Wealth Planning, LLC | 274,575 | $13,836,000 | 7.46% |
| Winthrop Advisory Group LLC | 670,723 | $33,798,000 | 6.79% |
| SUN LIFE FINANCIAL INC | 3,422,000 | $172,435,000 | 6.40% |
| Roble, Belko & Company, Inc | 633,150 | $31,904,000 | 5.99% |
| Snider Financial Group | 270,936 | $13,652,000 | 5.79% |
| Eagle Bay Advisors LLC | 176,561 | $8,985,000 | 5.73% |
| Bell Investment Advisors, Inc | 404,641 | $20,390,000 | 5.59% |
| Magnolia Wealth Management, LLC | 107,931 | $5,439,000 | 5.57% |