ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 412 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $623 | +38.8% | 12,397 | +38.2% | 0.06% | +36.2% |
| Q4 2022 | $449 | -99.9% | 8,970 | -2.5% | 0.05% | -7.8% |
| Q3 2022 | $460,000 | -13.0% | 9,198 | -13.1% | 0.05% | -5.6% |
| Q2 2022 | $529,000 | +56.0% | 10,581 | +57.9% | 0.05% | +74.2% |
| Q1 2021 | $339,000 | -69.2% | 6,703 | -69.3% | 0.03% | -87.8% |
| Q1 2019 | $1,099,000 | -25.8% | 21,845 | -26.2% | 0.25% | -44.8% |
| Q4 2018 | $1,482,000 | – | 29,605 | – | 0.46% | – |
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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% |