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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $776,205 | -4.6% | 15,407 | -4.8% | 0.07% | 0.0% |
Q2 2023 | $813,904 | -22.2% | 16,181 | -22.3% | 0.07% | -27.1% |
Q1 2023 | $1,046,607 | +16.3% | 20,828 | +15.8% | 0.10% | +7.9% |
Q4 2022 | $900,120 | -1.9% | 17,988 | -2.0% | 0.09% | -3.3% |
Q3 2022 | $918,000 | +3.6% | 18,349 | +3.7% | 0.09% | +5.7% |
Q2 2022 | $886,000 | +13.2% | 17,699 | +13.3% | 0.09% | +77.6% |
Q1 2022 | $783,000 | +6.4% | 15,615 | +6.9% | 0.05% | +8.9% |
Q4 2021 | $736,000 | -32.2% | 14,609 | -32.0% | 0.04% | -40.8% |
Q3 2021 | $1,086,000 | +4.2% | 21,495 | +4.2% | 0.08% | +10.1% |
Q2 2021 | $1,042,000 | -43.9% | 20,627 | -44.0% | 0.07% | -47.7% |
Q1 2021 | $1,859,000 | -11.1% | 36,804 | -11.0% | 0.13% | -21.9% |
Q4 2020 | $2,090,000 | +14.5% | 41,376 | +14.6% | 0.17% | +7.6% |
Q3 2020 | $1,826,000 | +1421.7% | 36,116 | +1427.1% | 0.16% | +1470.0% |
Q2 2020 | $120,000 | +4.3% | 2,365 | +2.6% | 0.01% | -9.1% |
Q1 2020 | $115,000 | – | 2,306 | – | 0.01% | – |
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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% |