ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 234 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $356,000 | -12.7% | 7,092 | -12.4% | 0.05% | +2.0% |
| Q4 2021 | $408,000 | -0.2% | 8,092 | 0.0% | 0.05% | -12.1% |
| Q3 2021 | $409,000 | 0.0% | 8,092 | 0.0% | 0.06% | -4.9% |
| Q2 2021 | $409,000 | -89.9% | 8,092 | -89.9% | 0.06% | -91.6% |
| Q1 2021 | $4,030,000 | +110.1% | 79,769 | +110.3% | 0.73% | +55.4% |
| Q3 2020 | $1,918,000 | +709.3% | 37,928 | +707.7% | 0.47% | +610.6% |
| Q2 2020 | $237,000 | – | 4,696 | – | 0.07% | – |
Download | ||||||
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% |