CLIFFORD SWAN INVESTMENT COUNSEL LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 193 filers reported holding ISHARES TR in Q2 2023. 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
Q2 2024$325,120
-0.8%
4,0000.0%0.01%0.0%
Q1 2024$327,880
+8.2%
4,0000.0%0.01%0.0%
Q4 2023$303,080
+13.2%
4,0000.0%0.01%
+9.1%
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 Q2 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 24,881$4,004,0003.61%
Thai Life Insurance PCL. 15,900$2,559,0003.11%
ASSETMARK, INC 579,652$93,283,0001.22%
Transform Wealth, LLC 19,990$3,217,0001.20%
Polaris Wealth Advisory Group, LLC 57,015$9,175,0001.00%
ARS Wealth Advisors, LLC 11,015$1,773,0000.76%
NAVELLIER & ASSOCIATES INC 30,659$4,934,0000.72%
Peachtree Investment Advisors, Inc. 4,447$716,0000.66%
Aveo Capital Partners, LLC 10,113$1,627,0000.60%
Stillwater Capital Advisors, LLC 12,522$2,015,0000.54%
View complete list of ISHARES TR shareholders