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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,318 | +0.2% | 26,169 | 0.0% | 0.47% | -4.1% |
| Q2 2023 | $1,316 | -2.8% | 26,169 | -2.9% | 0.49% | -2.4% |
| Q1 2023 | $1,354 | +0.4% | 26,947 | 0.0% | 0.50% | -6.3% |
| Q4 2022 | $1,348 | -99.9% | 26,947 | +14.2% | 0.54% | -2.9% |
| Q3 2022 | $1,180,000 | +4.9% | 23,587 | +4.9% | 0.55% | +14.3% |
| Q2 2022 | $1,125,000 | -0.3% | 22,487 | 0.0% | 0.48% | +18.1% |
| Q1 2022 | $1,128,000 | -0.4% | 22,487 | 0.0% | 0.41% | +3.8% |
| Q4 2021 | $1,133,000 | -19.5% | 22,487 | -19.3% | 0.39% | -28.2% |
| Q3 2021 | $1,407,000 | -17.2% | 27,865 | -17.1% | 0.55% | -19.9% |
| Q2 2021 | $1,699,000 | -3.4% | 33,628 | -3.4% | 0.68% | -23.4% |
| Q1 2021 | $1,759,000 | -21.1% | 34,815 | -21.1% | 0.89% | -24.9% |
| Q4 2020 | $2,230,000 | -12.5% | 44,136 | -12.5% | 1.19% | -21.4% |
| Q3 2020 | $2,550,000 | +10.2% | 50,420 | +10.2% | 1.52% | -0.8% |
| Q2 2020 | $2,313,000 | -12.6% | 45,745 | -13.6% | 1.53% | -35.3% |
| Q1 2020 | $2,645,000 | – | 52,949 | – | 2.36% | – |
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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% |