ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $325 | -100.0% | 6,449 | -62.1% | 0.03% | -58.5% |
Q4 2021 | $858,000 | -21.5% | 17,032 | -21.3% | 0.08% | -44.6% |
Q3 2021 | $1,093,000 | -70.2% | 21,650 | -70.2% | 0.15% | -60.6% |
Q2 2021 | $3,665,000 | +3.2% | 72,547 | +3.2% | 0.38% | +2.5% |
Q1 2021 | $3,551,000 | +1.0% | 70,298 | +1.1% | 0.37% | -24.0% |
Q3 2020 | $3,516,000 | – | 69,524 | – | 0.48% | – |
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% |