ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 332 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,508 | -3.4% | 4,099 | -3.9% | 0.33% | +1.9% |
| Q2 2023 | $213,669 | -0.2% | 4,264 | +0.0% | 0.32% | -8.0% |
| Q1 2023 | $214,172 | -1.9% | 4,262 | -2.3% | 0.35% | +16.8% |
| Q4 2022 | $218,375 | -13.7% | 4,364 | -13.7% | 0.30% | +16.4% |
| Q3 2022 | $253,000 | +12.9% | 5,058 | +13.2% | 0.26% | +9.4% |
| Q2 2022 | $224,000 | -2.2% | 4,470 | -2.0% | 0.23% | +12.0% |
| Q1 2022 | $229,000 | -7.7% | 4,560 | -7.3% | 0.21% | -7.1% |
| Q4 2021 | $248,000 | +10.7% | 4,918 | +10.7% | 0.22% | +2.7% |
| Q3 2021 | $224,000 | -3.4% | 4,444 | -3.2% | 0.22% | -1.8% |
| Q2 2021 | $232,000 | -1.3% | 4,589 | -1.4% | 0.22% | -7.5% |
| Q1 2021 | $235,000 | -2.9% | 4,656 | -2.9% | 0.24% | -7.3% |
| Q4 2020 | $242,000 | – | 4,794 | – | 0.26% | – |
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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% |