ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,315 | -5.9% | 408 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $29,033 | +10.0% | 408 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $26,393 | +13.6% | 408 | 0.0% | 0.01% | +25.0% |
| Q4 2022 | $23,235 | -3.2% | 408 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $24,000 | +4.3% | 408 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $23,000 | -25.8% | 408 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $31,000 | -8.8% | 408 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $34,000 | +6.2% | 408 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $32,000 | 0.0% | 408 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $32,000 | +3.2% | 408 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $31,000 | +6.9% | 408 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $29,000 | +11.5% | 408 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $26,000 | +18.2% | 102 | 0.0% | 0.01% | +25.0% |
| Q2 2020 | $22,000 | -45.0% | 102 | -50.0% | 0.00% | -20.0% |
| Q1 2020 | $40,000 | +73.9% | 204 | +100.0% | 0.01% | 0.0% |
| Q4 2019 | $23,000 | +4.5% | 102 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $22,000 | 0.0% | 102 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $22,000 | +4.8% | 102 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $21,000 | +16.7% | 102 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $18,000 | +50.0% | 102 | +52.2% | 0.01% | +66.7% |
| Q4 2017 | $12,000 | +9.1% | 67 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $11,000 | -80.0% | 67 | -79.9% | 0.00% | -78.6% |
| Q2 2017 | $55,000 | -5.2% | 333 | -8.0% | 0.01% | -6.7% |
| Q1 2017 | $58,000 | +5.5% | 362 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $55,000 | – | 362 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Investment Counsel, LLC | 137,524 | $11,552,000 | 7.83% |
| First Citizens Financial Corp | 58,262 | $4,894,000 | 3.58% |
| MinichMacGregor Wealth Management, LLC | 137,086 | $11,515,000 | 3.50% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 47,072 | $3,954,000 | 3.06% |
| Cadent Capital Advisors, LLC | 79,521 | $6,680,000 | 2.95% |
| SPC Financial, Inc. | 292,301 | $24,553,000 | 2.74% |
| Stonebridge Financial Planning Group, LLC | 53,140 | $3,892,000 | 2.04% |
| QUATTRO FINANCIAL ADVISORS LLC | 66,426 | $5,580,000 | 1.97% |
| WESPAC Advisors, LLC | 34,431 | $2,892,000 | 1.94% |
| Quantitative Advantage, LLC | 132,533 | $11,133,000 | 1.72% |