ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 334 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $200,915 | -51.2% | 3,994 | -51.2% | 0.12% | -55.8% |
Q1 2023 | $411,439 | -12.6% | 8,191 | -12.9% | 0.26% | -15.6% |
Q4 2022 | $470,631 | -4.9% | 9,405 | -5.1% | 0.31% | -8.1% |
Q3 2022 | $495,000 | -28.8% | 9,908 | -28.6% | 0.34% | -30.4% |
Q2 2022 | $695,000 | -9.3% | 13,885 | -9.1% | 0.48% | +4.1% |
Q1 2022 | $766,000 | -44.0% | 15,283 | -43.7% | 0.46% | -48.1% |
Q4 2021 | $1,367,000 | -41.3% | 27,131 | -41.1% | 0.89% | -48.2% |
Q3 2021 | $2,327,000 | -17.4% | 46,065 | -17.4% | 1.72% | -21.5% |
Q2 2021 | $2,816,000 | -26.4% | 55,745 | -26.4% | 2.19% | -38.7% |
Q1 2021 | $3,825,000 | -21.8% | 75,704 | -21.8% | 3.58% | -31.3% |
Q4 2020 | $4,891,000 | – | 96,806 | – | 5.20% | – |
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% |