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 | $262,862 | -0.1% | 5,229 | 0.0% | 0.00% | – |
| Q2 2023 | $263,019 | +0.5% | 5,229 | 0.0% | 0.00% | – |
| Q4 2022 | $261,659 | +14.8% | 5,229 | +14.7% | 0.00% | – |
| Q3 2022 | $228,000 | 0.0% | 4,559 | 0.0% | 0.00% | – |
| Q2 2022 | $228,000 | -0.4% | 4,559 | 0.0% | 0.00% | – |
| Q1 2022 | $229,000 | +247.0% | 4,559 | +250.7% | 0.00% | – |
| Q3 2021 | $66,000 | -96.7% | 1,300 | -96.7% | 0.00% | -100.0% |
| Q2 2021 | $1,991,000 | +2519.7% | 39,399 | +2526.6% | 0.00% | – |
| Q1 2021 | $76,000 | -16.5% | 1,500 | -16.7% | 0.00% | – |
| Q4 2020 | $91,000 | -23.5% | 1,800 | -23.7% | 0.00% | – |
| Q3 2020 | $119,000 | -48.9% | 2,360 | -48.9% | 0.00% | – |
| Q2 2020 | $233,000 | +1065.0% | 4,620 | +1037.9% | 0.00% | – |
| Q1 2020 | $20,000 | +33.3% | 406 | +35.3% | 0.00% | – |
| Q4 2019 | $15,000 | – | 300 | – | 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% |