ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 299 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $304,994 | -0.0% | 6,095 | 0.0% | 0.00% | -50.0% |
| Q3 2022 | $305,000 | 0.0% | 6,095 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $305,000 | -0.3% | 6,095 | 0.0% | 0.00% | +100.0% |
| Q1 2022 | $306,000 | -12.3% | 6,095 | -12.0% | 0.00% | -50.0% |
| Q4 2021 | $349,000 | +13.3% | 6,923 | +13.6% | 0.00% | 0.0% |
| Q3 2021 | $308,000 | 0.0% | 6,095 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $308,000 | 0.0% | 6,095 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $308,000 | -13.7% | 6,095 | -13.7% | 0.00% | 0.0% |
| Q4 2020 | $357,000 | +67.6% | 7,064 | +67.7% | 0.00% | 0.0% |
| Q3 2020 | $213,000 | – | 4,212 | – | 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% |