CLIFFORD SWAN INVESTMENT COUNSEL LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 175 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CLIFFORD SWAN INVESTMENT COUNSEL LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$267,800
-5.9%
4,0000.0%0.01%0.0%
Q2 2023$284,670
+10.0%
4,0000.0%0.01%0.0%
Q1 2023$258,760
+13.6%
4,0000.0%0.01%
+10.0%
Q4 2022$227,840
-2.2%
4,0000.0%0.01%
-9.1%
Q3 2022$233,000
+2.6%
4,0000.0%0.01%
+10.0%
Q2 2022$227,000
-24.3%
4,0000.0%0.01%
-9.1%
Q1 2022$300,000
-10.7%
4,0000.0%0.01%
-8.3%
Q4 2021$336,000
-1.2%
4,0000.0%0.01%0.0%
Q3 2021$340,000
+9.7%
4,0000.0%0.01%0.0%
Q2 2021$310,000
+3.7%
4,0000.0%0.01%0.0%
Q1 2021$299,000
+6.0%
4,0000.0%0.01%0.0%
Q4 2020$282,000
+12.8%
4,000
+300.0%
0.01%0.0%
Q3 2020$250,000
+14.2%
1,0000.0%0.01%
+9.1%
Q2 2020$219,000
-3.9%
1,0000.0%0.01%0.0%
Q4 2019$228,000
+5.1%
1,0000.0%0.01%0.0%
Q3 2019$217,000
-0.5%
1,0000.0%0.01%0.0%
Q2 2019$218,000
+6.9%
1,0000.0%0.01%0.0%
Q1 2019$204,000
-3.8%
1,0000.0%0.01%0.0%
Q3 2018$212,0001,0000.01%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Howard Capital Management Inc. 272,299$21,134,0004.01%
MinichMacGregor Wealth Management, LLC 137,029$10,635,0003.73%
WJ Wealth Management, LLC 15,230$1,182,0003.66%
First Citizens Financial Corp 57,824$4,488,0003.39%
IronBridge Private Wealth, LLC 72,895$5,658,0003.34%
Sage Advisory Services, Ltd.Co. 145,650$11,305,0003.10%
Quantitative Advantage, LLC 222,245$17,250,0002.98%
SPC Financial, Inc. 297,761$23,111,0002.80%
Cadent Capital Advisors, LLC 76,433$5,932,0002.47%
Stonebridge Financial Planning Group, LLC 52,774$4,167,0002.21%
View complete list of ISHARES TR shareholders