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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,871,575 | +5.2% | 56,998 | +5.0% | 1.32% | +9.7% |
Q2 2023 | $2,730,035 | +20.2% | 54,275 | +20.0% | 1.20% | +4.9% |
Q1 2023 | $2,272,165 | -26.3% | 45,217 | -26.6% | 1.15% | -23.6% |
Q4 2022 | $3,084,176 | -5.1% | 61,634 | -5.5% | 1.50% | -7.6% |
Q3 2022 | $3,251,000 | +137.6% | 65,201 | +138.6% | 1.62% | +134.0% |
Q2 2022 | $1,368,000 | -19.3% | 27,324 | -19.3% | 0.69% | -24.6% |
Q1 2022 | $1,695,000 | +2.5% | 33,839 | +3.2% | 0.92% | +3.7% |
Q4 2021 | $1,653,000 | +11.2% | 32,799 | +11.3% | 0.89% | +7.2% |
Q3 2021 | $1,487,000 | +6.8% | 29,470 | +6.9% | 0.83% | +0.4% |
Q2 2021 | $1,392,000 | +4.5% | 27,568 | +4.5% | 0.82% | -9.4% |
Q1 2021 | $1,332,000 | -22.7% | 26,370 | -22.6% | 0.91% | -25.3% |
Q4 2020 | $1,723,000 | – | 34,089 | – | 1.22% | – |
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% |