ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 374 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $653,018 | +77.7% | 12,962 | +77.5% | 0.02% | +78.6% |
| Q2 2023 | $367,396 | -0.1% | 7,304 | -0.2% | 0.01% | 0.0% |
| Q1 2023 | $367,727 | +143543.4% | 7,318 | +43.2% | 0.01% | 0.0% |
| Q4 2022 | $256 | -99.9% | 5,111 | +0.4% | 0.01% | -6.7% |
| Q3 2022 | $255,000 | -46.3% | 5,090 | -46.4% | 0.02% | -25.0% |
| Q2 2022 | $475,000 | -31.0% | 9,493 | -30.8% | 0.02% | +11.1% |
| Q1 2022 | $688,000 | +27.6% | 13,709 | +28.0% | 0.02% | +50.0% |
| Q4 2021 | $539,000 | -1.3% | 10,706 | -1.0% | 0.01% | -14.3% |
| Q3 2021 | $546,000 | -8.4% | 10,816 | -8.3% | 0.01% | -12.5% |
| Q2 2021 | $596,000 | -13.4% | 11,789 | -13.5% | 0.02% | -11.1% |
| Q1 2021 | $688,000 | – | 13,627 | – | 0.02% | – |
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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% |