PETTYJOHN, WOOD & WHITE, INC - 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
PETTYJOHN, WOOD & WHITE, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$368,225
-5.9%
5,5000.0%0.09%
-3.3%
Q2 2023$391,422
+10.0%
5,5000.0%0.09%
+3.4%
Q1 2023$355,795
+113572.5%
5,5000.0%0.09%
+11.5%
Q4 2022$313
-99.9%
5,5000.0%0.08%
-8.2%
Q3 2022$320,000
-48.7%
5,500
-50.0%
0.08%
+14.9%
Q2 2022$624,000
+51.1%
11,000
+100.0%
0.07%
-15.9%
Q1 2022$413,000
-10.6%
5,5000.0%0.09%
-7.4%
Q4 2021$462,000
+6.2%
5,500
-2.3%
0.10%
-2.1%
Q3 2021$435,000
-0.5%
5,6280.0%0.10%
-1.0%
Q2 2021$437,000
+3.8%
5,6280.0%0.10%
-2.0%
Q1 2021$421,000
+6.0%
5,6280.0%0.10%
-1.0%
Q4 2020$397,000
+12.8%
5,628
+300.0%
0.10%
-1.9%
Q3 2020$352,000
+14.3%
1,4070.0%0.10%
+5.1%
Q2 2020$308,000
+23.7%
1,4070.0%0.10%
+5.4%
Q1 2020$249,000
-22.4%
1,4070.0%0.09%
+1.1%
Q4 2019$321,000
+4.9%
1,4070.0%0.09%
-1.1%
Q3 2019$306,0000.0%1,4070.0%0.09%
-2.1%
Q2 2019$306,000
+6.2%
1,4070.0%0.10%
+1.1%
Q1 2019$288,000
+12.9%
1,4070.0%0.09%
+1.1%
Q4 2018$255,000
-14.4%
1,4070.0%0.09%
-4.1%
Q3 2018$298,000
+9.2%
1,4070.0%0.10%
+2.1%
Q2 2018$273,000
+6.2%
1,4070.0%0.10%
+2.2%
Q1 2018$257,000
+2.0%
1,4070.0%0.09%
+2.2%
Q4 2017$252,000
+9.1%
1,4070.0%0.09%
+5.8%
Q3 2017$231,0000.0%1,4070.0%0.09%0.0%
Q2 2017$231,000
+2.2%
1,4070.0%0.09%
+2.4%
Q1 2017$226,000
+6.1%
1,4070.0%0.08%
+1.2%
Q4 2016$213,000
+2.9%
1,4070.0%0.08%
-16.2%
Q3 2016$207,000
+2.5%
1,4070.0%0.10%
+23.8%
Q2 2016$202,000
-1.5%
1,4070.0%0.08%
-4.8%
Q1 2016$205,0001,4070.08%
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