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 2022 | $234,000 | -94.7% | 4,681 | -94.7% | 0.03% | -94.2% |
| Q2 2022 | $4,389,000 | -4.9% | 87,709 | -4.7% | 0.58% | +10.8% |
| Q1 2022 | $4,617,000 | -3.9% | 92,057 | -3.4% | 0.53% | -2.2% |
| Q4 2021 | $4,804,000 | -8.9% | 95,328 | -8.7% | 0.54% | -18.8% |
| Q3 2021 | $5,272,000 | +29.8% | 104,376 | +29.8% | 0.66% | +28.7% |
| Q2 2021 | $4,062,000 | -11.3% | 80,399 | -11.3% | 0.52% | -16.8% |
| Q1 2021 | $4,581,000 | +2.0% | 90,672 | +2.0% | 0.62% | -5.6% |
| Q4 2020 | $4,491,000 | +27.9% | 88,894 | +28.0% | 0.66% | +14.5% |
| Q3 2020 | $3,511,000 | +5.9% | 69,434 | +5.9% | 0.57% | -2.4% |
| Q2 2020 | $3,315,000 | – | 65,557 | – | 0.59% | – |
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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% |