ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 334 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $320,000 | -19.0% | 6,400 | -19.0% | 0.05% | -22.7% |
| Q2 2022 | $395,000 | -69.7% | 7,900 | -69.6% | 0.07% | -68.1% |
| Q1 2022 | $1,302,000 | +33.8% | 25,958 | +34.5% | 0.21% | +39.9% |
| Q4 2021 | $973,000 | -40.9% | 19,304 | -40.7% | 0.15% | -54.5% |
| Q3 2021 | $1,645,000 | -78.8% | 32,572 | -78.8% | 0.32% | -76.7% |
| Q2 2021 | $7,761,000 | +30.3% | 153,629 | +30.3% | 1.39% | +20.0% |
| Q1 2021 | $5,955,000 | – | 117,873 | – | 1.16% | – |
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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% |