ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,518 | -15.3% | 89,816 | -15.4% | 0.07% | -18.8% |
Q2 2023 | $5,336 | -4.6% | 106,193 | -4.9% | 0.08% | -7.6% |
Q1 2023 | $5,591 | -39.4% | 111,718 | -39.5% | 0.09% | -44.2% |
Q4 2022 | $9,229 | -99.8% | 184,555 | +111.8% | 0.16% | +114.3% |
Q3 2022 | $4,360,000 | -53.0% | 87,128 | -52.9% | 0.08% | -46.5% |
Q2 2022 | $9,274,000 | – | 184,916 | – | 0.14% | – |
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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% |