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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,800 | -5.9% | 4,000 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $284,670 | +10.0% | 4,000 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $258,760 | +13.6% | 4,000 | 0.0% | 0.01% | +10.0% |
| Q4 2022 | $227,840 | -2.2% | 4,000 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $233,000 | +2.6% | 4,000 | 0.0% | 0.01% | +10.0% |
| Q2 2022 | $227,000 | -24.3% | 4,000 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $300,000 | -10.7% | 4,000 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $336,000 | -1.2% | 4,000 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $340,000 | +9.7% | 4,000 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $310,000 | +3.7% | 4,000 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $299,000 | +6.0% | 4,000 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $282,000 | +12.8% | 4,000 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $250,000 | +14.2% | 1,000 | 0.0% | 0.01% | +9.1% |
| Q2 2020 | $219,000 | -3.9% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $228,000 | +5.1% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $217,000 | -0.5% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $218,000 | +6.9% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $204,000 | -3.8% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $212,000 | – | 1,000 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beaumont Financial Partners, LLC | 616,299 | $84,901,000 | 4.09% |
| Quantitative Advantage, LLC | 92,224 | $12,705,000 | 3.17% |
| Concorde Asset Management, LLC | 17,486 | $2,409,000 | 3.02% |
| Simplicity Solutions, LLC | 18,156 | $2,501,000 | 2.97% |
| Polaris Wealth Advisory Group, LLC | 94,510 | $13,020,000 | 2.68% |
| Commonwealth Financial Services, LLC | 21,448 | $2,955,000 | 2.65% |
| PACIFIC FINANCIAL GROUP INC | 52,780 | $7,271,000 | 2.15% |
| SPC Financial, Inc. | 44,155 | $6,083,000 | 1.77% |
| FolioMetrix LLC | 19,226 | $2,412,000 | 1.71% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16,485 | $2,271,000 | 1.69% |