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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |