ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $655,562 | +103.0% | 13,046 | +141.6% | 0.00% | 0.0% |
| Q4 2022 | $322,974 | +25.2% | 5,400 | +4.9% | 0.00% | 0.0% |
| Q3 2022 | $258,000 | 0.0% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $258,000 | 0.0% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $258,000 | -0.8% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $260,000 | 0.0% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $260,000 | +6.6% | 5,150 | +6.7% | 0.00% | 0.0% |
| Q1 2021 | $244,000 | +11.4% | 4,825 | +11.6% | 0.00% | 0.0% |
| Q4 2020 | $219,000 | 0.0% | 4,325 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $219,000 | +1.4% | 4,325 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $216,000 | – | 4,325 | – | 0.00% | – |
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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% |