SONATA CAPITAL GROUP INC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 193 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SONATA CAPITAL GROUP INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$617
-1.0%
7,5960.0%0.32%
+11.6%
Q1 2024$623
+8.2%
7,5960.0%0.28%
-1.0%
Q4 2023$576
-5.4%
7,596
-16.5%
0.29%
-11.7%
Q3 2023$609
-11.7%
9,096
-6.2%
0.32%
-9.0%
Q2 2023$690
+5.7%
9,696
-4.0%
0.36%
+1.1%
Q1 2023$653
+12.4%
10,096
-1.0%
0.35%
+9.3%
Q4 2022$581
-99.9%
10,1960.0%0.32%
-1.2%
Q3 2022$593,000
+0.5%
10,196
-1.9%
0.33%
+6.9%
Q2 2022$590,000
-24.4%
10,3960.0%0.31%
-11.0%
Q1 2022$780,000
-12.4%
10,396
-1.9%
0.34%
-7.8%
Q4 2021$890,000
+8.7%
10,5960.0%0.37%
+1.6%
Q3 2021$819,000
-10.6%
10,596
-10.2%
0.37%
-12.0%
Q2 2021$916,000
+2.9%
11,796
-0.8%
0.42%
-2.3%
Q1 2021$890,000
+2.7%
11,896
-3.3%
0.43%
-0.5%
Q4 2020$867,000
+20.6%
12,296
+327.8%
0.43%
+2.4%
Q3 2020$719,000
+160.5%
2,874
+126.5%
0.42%
+119.4%
Q2 2019$276,000
-22.0%
1,269
-26.9%
0.19%
-27.7%
Q1 2019$354,000
+11.3%
1,735
-1.4%
0.26%
+1.9%
Q4 2018$318,000
-3.6%
1,760
+12.8%
0.26%
+15.6%
Q3 2018$330,000
+9.3%
1,5600.0%0.22%
+3.2%
Q2 2018$302,000
+6.3%
1,5600.0%0.22%
+4.3%
Q1 2018$284,000
-20.4%
1,560
-21.6%
0.21%
-19.4%
Q4 2017$357,000
-10.8%
1,990
-18.4%
0.26%
-13.1%
Q3 2017$400,0000.0%2,4400.0%0.30%
-0.3%
Q2 2017$400,000
+1.8%
2,4400.0%0.30%
+0.7%
Q1 2017$393,000
+6.5%
2,4400.0%0.30%
+2.8%
Q4 2016$369,000
-4.9%
2,440
-7.6%
0.29%
-8.9%
Q3 2016$388,000
+2.4%
2,6400.0%0.32%
-2.2%
Q2 2016$379,000
-8.5%
2,640
-7.0%
0.32%
-9.8%
Q1 2016$414,000
+0.7%
2,8400.0%0.36%
-0.8%
Q4 2015$411,000
+5.1%
2,8400.0%0.36%
-0.6%
Q3 2015$391,000
-3.7%
2,8400.0%0.36%
+4.0%
Q2 2015$406,000
-1.0%
2,8400.0%0.35%
-3.1%
Q1 2015$410,000
+4.9%
2,8400.0%0.36%
+1.7%
Q4 2014$391,0002,8400.35%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 24,881$4,004,0003.61%
Thai Life Insurance PCL. 15,900$2,559,0003.11%
ASSETMARK, INC 579,652$93,283,0001.22%
Transform Wealth, LLC 19,990$3,217,0001.20%
Polaris Wealth Advisory Group, LLC 57,015$9,175,0001.00%
ARS Wealth Advisors, LLC 11,015$1,773,0000.76%
NAVELLIER & ASSOCIATES INC 30,659$4,934,0000.72%
Peachtree Investment Advisors, Inc. 4,447$716,0000.66%
Aveo Capital Partners, LLC 10,113$1,627,0000.60%
Stillwater Capital Advisors, LLC 12,522$2,015,0000.54%
View complete list of ISHARES TR shareholders