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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $327 | +202.8% | 6,512 | +199.3% | 0.00% | 0.0% |
| Q4 2022 | $108 | -99.9% | 2,176 | -28.8% | 0.00% | 0.0% |
| Q3 2022 | $152,000 | -62.7% | 3,057 | -62.6% | 0.00% | -50.0% |
| Q2 2022 | $408,000 | +500.0% | 8,170 | +497.2% | 0.00% | – |
| Q1 2022 | $68,000 | -81.3% | 1,368 | -81.1% | 0.00% | -100.0% |
| Q4 2021 | $363,000 | -5.7% | 7,221 | -5.4% | 0.00% | 0.0% |
| Q3 2021 | $385,000 | -78.0% | 7,634 | -78.0% | 0.00% | -80.0% |
| Q2 2021 | $1,752,000 | +150.3% | 34,696 | +150.3% | 0.01% | +100.0% |
| Q1 2021 | $700,000 | +2816.7% | 13,862 | +2787.9% | 0.01% | – |
| Q4 2020 | $24,000 | +14.3% | 480 | +10.3% | 0.00% | – |
| Q3 2020 | $21,000 | -4.5% | 435 | 0.0% | 0.00% | – |
| Q2 2020 | $22,000 | 0.0% | 435 | 0.0% | 0.00% | – |
| Q1 2020 | $22,000 | 0.0% | 435 | 0.0% | 0.00% | – |
| Q4 2019 | $22,000 | -26.7% | 435 | -27.3% | 0.00% | – |
| Q3 2019 | $30,000 | 0.0% | 598 | 0.0% | 0.00% | – |
| Q2 2019 | $30,000 | 0.0% | 598 | 0.0% | 0.00% | – |
| Q1 2019 | $30,000 | – | 598 | – | 0.00% | – |
Download | ||||||
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% |