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 | $810,898 | -7.1% | 12,112 | -1.2% | 0.01% | -7.7% |
| Q2 2023 | $872,656 | +12.3% | 12,262 | +2.1% | 0.01% | +8.3% |
| Q1 2023 | $776,733 | +13.6% | 12,007 | +0.0% | 0.01% | 0.0% |
| Q4 2022 | $683,691 | -20.0% | 12,003 | -18.3% | 0.01% | -29.4% |
| Q3 2022 | $855,000 | -10.2% | 14,683 | -12.5% | 0.02% | -5.6% |
| Q2 2022 | $952,000 | -61.5% | 16,774 | -49.1% | 0.02% | -55.0% |
| Q1 2022 | $2,473,000 | -30.5% | 32,962 | -22.2% | 0.04% | -28.6% |
| Q4 2021 | $3,558,000 | +10.7% | 42,360 | +1.9% | 0.06% | +1.8% |
| Q3 2021 | $3,213,000 | +11.0% | 41,560 | +11.5% | 0.06% | +10.0% |
| Q2 2021 | $2,894,000 | +34.1% | 37,283 | +29.3% | 0.05% | +8.7% |
| Q1 2021 | $2,158,000 | +12.9% | 28,841 | +6.4% | 0.05% | +4.5% |
| Q4 2020 | $1,912,000 | +14.1% | 27,118 | +304.6% | 0.04% | +2.3% |
| Q3 2020 | $1,676,000 | -0.2% | 6,703 | -12.6% | 0.04% | -10.4% |
| Q2 2020 | $1,679,000 | +8.7% | 7,667 | -12.1% | 0.05% | -12.7% |
| Q1 2020 | $1,545,000 | -18.5% | 8,720 | +5.0% | 0.06% | 0.0% |
| Q4 2019 | $1,896,000 | – | 8,306 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Howard Capital Management Inc. | 120,747 | $30,190,000 | 6.91% |
| MinichMacGregor Wealth Management, LLC | 31,626 | $7,906,000 | 3.73% |
| First Citizens Financial Corp | 14,568 | $3,642,000 | 3.60% |
| Quantitative Advantage, LLC | 55,155 | $13,789,000 | 3.37% |
| WJ Wealth Management, LLC | 4,005 | $1,001,000 | 3.24% |
| SPC Financial, Inc. | 73,748 | $18,438,000 | 3.18% |
| Stonebridge Financial Planning Group, LLC | 12,266 | $3,161,000 | 2.27% |
| Prospera Financial Services Inc | 18,383 | $4,596,000 | 1.76% |
| WESPAC Advisors, LLC | 3,772 | $943,000 | 1.17% |
| GARRISON POINT ADVISORS, LLC | 3,978 | $995,000 | 0.90% |