COLDSTREAM CAPITAL MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 201 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
COLDSTREAM CAPITAL MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$330,198
-5.9%
4,9320.0%0.01%0.0%
Q2 2023$350,999
-14.3%
4,932
-22.1%
0.01%
-21.4%
Q1 2023$409,618
+13.6%
6,3320.0%0.01%
+7.7%
Q4 2022$360,671
-72.3%
6,332
-72.5%
0.01%
-51.9%
Q2 2022$1,304,000
+51.3%
22,984
+100.0%
0.03%
-10.0%
Q1 2022$862,000
-53.4%
11,492
-47.8%
0.03%
-48.3%
Q4 2021$1,848,000
+34.4%
22,000
+300.0%
0.06%
-13.4%
Q3 2021$1,375,000
-19.5%
5,500
-75.0%
0.07%
-2.9%
Q2 2021$1,708,000
+3.8%
22,0000.0%0.07%
-28.1%
Q1 2021$1,646,000
+6.1%
22,0000.0%0.10%
+2.1%
Q4 2020$1,551,00022,0000.09%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Sterling Investment Counsel, LLC 137,524$11,552,0007.83%
First Citizens Financial Corp 58,262$4,894,0003.58%
MinichMacGregor Wealth Management, LLC 137,086$11,515,0003.50%
COTTONWOOD CAPITAL ADVISORS, LLC 47,072$3,954,0003.06%
Cadent Capital Advisors, LLC 79,521$6,680,0002.95%
SPC Financial, Inc. 292,301$24,553,0002.74%
Stonebridge Financial Planning Group, LLC 53,140$3,892,0002.04%
QUATTRO FINANCIAL ADVISORS LLC 66,426$5,580,0001.97%
WESPAC Advisors, LLC 34,431$2,892,0001.94%
Quantitative Advantage, LLC 132,533$11,133,0001.72%
View complete list of ISHARES TR shareholders