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 | $6,576,762 | -4.9% | 130,543 | -5.0% | 3.18% | -3.8% |
Q2 2023 | $6,914,315 | -13.7% | 137,462 | -13.8% | 3.31% | -22.6% |
Q1 2023 | $8,013,955 | -5.3% | 159,482 | -5.7% | 4.27% | -8.7% |
Q4 2022 | $8,461,721 | -2.4% | 169,099 | -2.6% | 4.68% | -0.6% |
Q3 2022 | $8,673,000 | -7.9% | 173,659 | -7.8% | 4.71% | -8.3% |
Q2 2022 | $9,421,000 | -30.2% | 188,271 | -30.1% | 5.13% | -16.5% |
Q1 2022 | $13,505,000 | -1.1% | 269,300 | -0.6% | 6.14% | +6.1% |
Q4 2021 | $13,652,000 | -3.2% | 270,936 | -3.0% | 5.79% | -5.7% |
Q3 2021 | $14,097,000 | +0.6% | 279,362 | +0.7% | 6.14% | -6.9% |
Q2 2021 | $14,009,000 | – | 277,407 | – | 6.60% | – |
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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% |