ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 12 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,628,035 | +247.4% | 151,410 | +246.5% | 0.00% | – |
| Q1 2023 | $2,195,926 | -48.2% | 43,700 | -48.4% | 0.00% | -100.0% |
| Q4 2022 | $4,239,939 | -71.1% | 84,731 | -71.1% | 0.00% | -75.0% |
| Q3 2022 | $14,648,000 | +798.7% | 292,899 | +799.0% | 0.00% | – |
| Q2 2022 | $1,630,000 | -61.8% | 32,582 | -61.5% | 0.00% | -100.0% |
| Q3 2021 | $4,271,000 | -77.0% | 84,565 | -77.0% | 0.00% | -66.7% |
| Q1 2021 | $18,537,000 | +625.8% | 366,925 | +617.5% | 0.00% | +200.0% |
| Q1 2020 | $2,554,000 | -44.1% | 51,137 | -43.6% | 0.00% | 0.0% |
| Q2 2019 | $4,569,000 | +233.7% | 90,654 | +232.3% | 0.00% | – |
| Q3 2018 | $1,369,000 | +513.9% | 27,284 | +514.2% | 0.00% | – |
| Q3 2017 | $223,000 | -66.0% | 4,442 | -66.0% | 0.00% | – |
| Q2 2017 | $655,000 | -64.9% | 13,067 | -64.9% | 0.00% | -100.0% |
| Q1 2017 | $1,864,000 | +72.9% | 37,203 | +72.7% | 0.00% | 0.0% |
| Q3 2016 | $1,078,000 | +21.9% | 21,545 | +21.9% | 0.00% | – |
| Q2 2016 | $884,000 | +159.2% | 17,670 | +158.6% | 0.00% | – |
| Q3 2015 | $341,000 | +1.2% | 6,834 | +1.3% | 0.00% | – |
| Q2 2015 | $337,000 | +3.1% | 6,743 | +3.0% | 0.00% | – |
| Q1 2015 | $327,000 | -2.7% | 6,544 | -3.0% | 0.00% | – |
| Q4 2014 | $336,000 | – | 6,743 | – | 0.00% | – |
Download | ||||||
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% |