ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 412 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,161,813 | -9.2% | 42,910 | -9.4% | 3.15% | -15.2% |
| Q2 2023 | $2,382,011 | -10.4% | 47,356 | -10.4% | 3.72% | -1.2% |
| Q1 2023 | $2,657,162 | -12.4% | 52,879 | -12.7% | 3.76% | -11.8% |
| Q4 2022 | $3,031,773 | -4.8% | 60,587 | -4.9% | 4.26% | +10.2% |
| Q3 2022 | $3,185,000 | -10.8% | 63,682 | -10.7% | 3.87% | -17.0% |
| Q2 2022 | $3,569,000 | – | 71,317 | – | 4.66% | – |
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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% |