SPINNAKER TRUST - 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
SPINNAKER TRUST ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$932,480
-5.9%
13,9280.0%0.07%
-2.8%
Q2 2023$991,221
+10.0%
13,9280.0%0.07%
+5.9%
Q1 2023$901,002
+113519.4%
13,9280.0%0.07%
+9.7%
Q4 2022$793
-99.9%
13,9280.0%0.06%
-7.5%
Q3 2022$811,000
+2.7%
13,9280.0%0.07%
+9.8%
Q2 2022$790,000
-24.4%
13,9280.0%0.06%
-12.9%
Q1 2022$1,045,000
-10.7%
13,9280.0%0.07%
-6.7%
Q4 2021$1,170,000
+8.6%
13,9280.0%0.08%0.0%
Q3 2021$1,077,000
-0.4%
13,9280.0%0.08%0.0%
Q2 2021$1,081,000
+3.7%
13,9280.0%0.08%
-3.8%
Q1 2021$1,042,000
+6.2%
13,9280.0%0.08%0.0%
Q4 2020$981,000
+12.8%
13,928
+300.0%
0.08%
+1.3%
Q3 2020$870,000
+14.2%
3,4820.0%0.08%
+6.9%
Q2 2020$762,000
+23.7%
3,4820.0%0.07%
+5.9%
Q1 2020$616,000
-27.2%
3,482
-6.2%
0.07%
-11.7%
Q4 2019$846,000
+5.1%
3,7110.0%0.08%
-2.5%
Q3 2019$805,000
-0.2%
3,7110.0%0.08%
-2.5%
Q2 2019$807,000
-0.5%
3,711
-6.6%
0.08%
-1.2%
Q1 2019$811,000
+19.8%
3,975
+6.1%
0.08%
+6.5%
Q4 2018$677,000
-14.6%
3,7460.0%0.08%
-1.3%
Q3 2018$793,000
+9.4%
3,7460.0%0.08%
+1.3%
Q2 2018$725,000
+6.3%
3,7460.0%0.08%
+4.1%
Q1 2018$682,000
+1.6%
3,7460.0%0.07%
-5.1%
Q4 2017$671,000
+9.3%
3,7460.0%0.08%
+1.3%
Q3 2017$614,000
-2.7%
3,746
-2.6%
0.08%
-2.5%
Q2 2017$631,000
-37.8%
3,846
-39.0%
0.08%
-40.2%
Q1 2017$1,015,000
-69.2%
6,307
-71.1%
0.13%
-70.2%
Q4 2016$3,291,000
-81.8%
21,789
-82.3%
0.44%
-64.4%
Q3 2016$18,050,000
+101.2%
123,221
+97.0%
1.24%
+0.6%
Q2 2016$8,969,000
+2.7%
62,537
+4.5%
1.24%
+0.8%
Q1 2016$8,730,000
-0.7%
59,870
-1.5%
1.23%
-2.3%
Q4 2015$8,789,000
+9.2%
60,761
+3.9%
1.26%
+1.9%
Q3 2015$8,045,000
-8.4%
58,469
-4.7%
1.23%
-6.0%
Q2 2015$8,781,000
-1.0%
61,356
-0.2%
1.31%
+2.3%
Q1 2015$8,866,000
+18.4%
61,484
+13.1%
1.28%
+15.1%
Q4 2014$7,488,000
+12.7%
54,352
+1.8%
1.11%
+3.6%
Q3 2014$6,643,000
-7.3%
53,375
-8.1%
1.07%
-8.7%
Q2 2014$7,169,000
-9.2%
58,063
-11.6%
1.18%
-9.5%
Q1 2014$7,899,000
+2.8%
65,675
+3.7%
1.30%
+1.5%
Q4 2013$7,685,000
+11.2%
63,308
+0.7%
1.28%
+2.2%
Q3 2013$6,912,000
+14.5%
62,849
+6.7%
1.25%
+10.2%
Q2 2013$6,038,00058,8831.14%
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