ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 367 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $489,291 | -67.3% | 9,712 | -67.4% | 0.03% | -56.7% |
| Q2 2023 | $1,496,375 | -18.9% | 29,749 | -19.0% | 0.06% | -26.8% |
| Q1 2023 | $1,844,929 | -15.2% | 36,715 | -15.6% | 0.08% | -18.0% |
| Q4 2022 | $2,176,390 | -7.3% | 43,493 | -7.3% | 0.10% | -5.7% |
| Q3 2022 | $2,347,000 | -8.5% | 46,930 | -8.5% | 0.11% | +8.2% |
| Q2 2022 | $2,566,000 | +16.4% | 51,269 | +16.7% | 0.10% | +10.1% |
| Q1 2022 | $2,204,000 | – | 43,945 | – | 0.09% | – |
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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% |