DOWLING & YAHNKE LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 205 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
DOWLING & YAHNKE LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$253,000
+2.8%
4,3400.0%0.01%0.0%
Q2 2022$246,000
-24.5%
4,3400.0%0.01%
-14.3%
Q1 2022$326,000
-10.7%
4,3400.0%0.01%
-22.2%
Q4 2021$365,000
+8.6%
4,3400.0%0.02%
-5.3%
Q3 2021$336,000
-5.1%
4,340
-4.8%
0.02%
-5.0%
Q2 2021$354,000
+3.8%
4,5600.0%0.02%
-13.0%
Q1 2021$341,000
+6.2%
4,5600.0%0.02%0.0%
Q4 2020$321,000
+12.6%
4,560
+300.0%
0.02%0.0%
Q3 2020$285,000
+8.4%
1,140
-5.0%
0.02%
+4.5%
Q2 2020$263,000
+18.5%
1,200
-4.4%
0.02%
+4.8%
Q1 2020$222,000
-23.4%
1,255
-1.2%
0.02%
-4.5%
Q4 2019$290,000
+3.6%
1,270
-1.6%
0.02%
-4.3%
Q3 2019$280,000
-0.4%
1,2900.0%0.02%0.0%
Q2 2019$281,000
+6.4%
1,2900.0%0.02%
-8.0%
Q1 2019$264,000
+2.7%
1,2900.0%0.02%
-7.4%
Q4 2018$257,000
-5.9%
1,2900.0%0.03%
+12.5%
Q3 2018$273,000
+7.9%
1,290
-1.1%
0.02%0.0%
Q2 2018$253,000
+6.3%
1,3050.0%0.02%
+9.1%
Q1 2018$238,000
-24.7%
1,305
-26.1%
0.02%
-24.1%
Q4 2017$316,000
+9.0%
1,7650.0%0.03%0.0%
Q3 2017$290,0000.0%1,7650.0%0.03%
-6.5%
Q2 2017$290,000
+2.1%
1,7650.0%0.03%
+3.3%
Q1 2017$284,000
+6.4%
1,7650.0%0.03%0.0%
Q4 2016$267,000
+1.5%
1,765
-1.4%
0.03%
-3.2%
Q3 2016$263,000
+2.3%
1,7900.0%0.03%0.0%
Q2 2016$257,000
-1.5%
1,7900.0%0.03%
-3.1%
Q1 2016$261,000
+0.8%
1,7900.0%0.03%
-3.0%
Q4 2015$259,000
+5.3%
1,7900.0%0.03%0.0%
Q3 2015$246,000
-3.9%
1,7900.0%0.03%
+3.1%
Q2 2015$256,000
-0.8%
1,7900.0%0.03%0.0%
Q1 2015$258,000
+2.8%
1,790
-1.9%
0.03%
+3.2%
Q4 2014$251,000
+10.6%
1,8250.0%0.03%
+3.3%
Q3 2014$227,000
-2.2%
1,825
-2.7%
0.03%0.0%
Q2 2014$232,0000.0%1,875
-2.6%
0.03%
-3.2%
Q1 2014$232,000
-0.9%
1,9250.0%0.03%
-6.1%
Q4 2013$234,000
+10.4%
1,9250.0%0.03%0.0%
Q3 2013$212,0001,9250.03%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Howard Capital Management Inc. 120,747$30,190,0006.91%
MinichMacGregor Wealth Management, LLC 31,626$7,906,0003.73%
First Citizens Financial Corp 14,568$3,642,0003.60%
Quantitative Advantage, LLC 55,155$13,789,0003.37%
WJ Wealth Management, LLC 4,005$1,001,0003.24%
SPC Financial, Inc. 73,748$18,438,0003.18%
Stonebridge Financial Planning Group, LLC 12,266$3,161,0002.27%
Prospera Financial Services Inc 18,383$4,596,0001.76%
WESPAC Advisors, LLC 3,772$943,0001.17%
GARRISON POINT ADVISORS, LLC 3,978$995,0000.90%
View complete list of ISHARES TR shareholders