ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 367 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $2,179,594 | +5.0% | 43,375 | +4.6% | 0.19% | -76.4% |
Q4 2022 | $2,075,209 | -4.1% | 41,471 | -4.2% | 0.81% | -62.8% |
Q3 2022 | $2,164,000 | -3.2% | 43,281 | -3.1% | 2.17% | +960.5% |
Q2 2022 | $2,235,000 | -1.5% | 44,672 | -0.7% | 0.20% | +15.8% |
Q4 2021 | $2,268,000 | +9.8% | 45,009 | +10.1% | 0.18% | +2.3% |
Q3 2021 | $2,066,000 | +0.7% | 40,897 | +0.7% | 0.17% | -1.1% |
Q2 2021 | $2,051,000 | – | 40,595 | – | 0.18% | – |
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% |