ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,309,656 | -3.1% | 85,543 | -3.2% | 0.64% | -7.7% |
Q2 2023 | $4,445,715 | -1.1% | 88,384 | -1.2% | 0.69% | -6.2% |
Q1 2023 | $4,494,410 | -50.5% | 89,441 | -50.6% | 0.74% | -5.1% |
Q4 2022 | $9,076,286 | +89.6% | 181,038 | +89.1% | 0.78% | -18.6% |
Q3 2022 | $4,787,000 | +905.7% | 95,715 | +906.7% | 0.95% | +984.1% |
Q2 2022 | $476,000 | – | 9,508 | – | 0.09% | – |
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% |