ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 401 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 | 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% |