ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 406 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $223,789 | +4.7% | 4,454 | +4.3% | 0.00% | – |
| Q4 2022 | $213,741 | -69.9% | 4,271 | -69.9% | 0.00% | -100.0% |
| Q3 2022 | $709,000 | +16.0% | 14,177 | +16.0% | 0.00% | 0.0% |
| Q2 2022 | $611,000 | -87.9% | 12,219 | -87.9% | 0.00% | -87.5% |
| Q1 2022 | $5,059,000 | +46.9% | 100,884 | +47.6% | 0.01% | +60.0% |
| Q4 2021 | $3,444,000 | +5.3% | 68,337 | +5.5% | 0.01% | 0.0% |
| Q3 2021 | $3,271,000 | +108.7% | 64,773 | +108.9% | 0.01% | +66.7% |
| Q2 2021 | $1,567,000 | +34.3% | 31,010 | +34.3% | 0.00% | +50.0% |
| Q1 2021 | $1,167,000 | – | 23,090 | – | 0.00% | – |
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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% |