CLIFFORD SWAN INVESTMENT COUNSEL LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 185 filers reported holding ISHARES TR in Q3 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
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 Q3 2023
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders