ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 401 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $356,326 | +0.1% | 7,084 | 0.0% | 0.03% | -5.9% |
| Q1 2023 | $355,971 | -88.1% | 7,084 | -88.2% | 0.03% | -88.4% |
| Q4 2022 | $3,003,101 | +0.1% | 60,014 | 0.0% | 0.29% | -10.6% |
| Q3 2022 | $3,001,000 | -3.9% | 60,014 | -3.8% | 0.33% | -0.3% |
| Q2 2022 | $3,122,000 | -0.2% | 62,399 | 0.0% | 0.33% | +11.9% |
| Q1 2022 | $3,129,000 | +3.5% | 62,399 | +4.0% | 0.30% | +3.5% |
| Q4 2021 | $3,024,000 | +20.4% | 60,014 | +20.7% | 0.28% | +10.5% |
| Q3 2021 | $2,512,000 | +147.2% | 49,735 | +147.4% | 0.26% | +69.7% |
| Q2 2021 | $1,016,000 | +10060.0% | 20,104 | +9612.1% | 0.15% | +7500.0% |
| Q1 2021 | $10,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | – | 207 | – | 0.00% | – |
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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% |