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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $346,496 | -61.7% | 5,150 | -60.1% | 0.01% | -14.3% |
| Q2 2023 | $903,622 | +116.0% | 12,900 | +100.0% | 0.01% | 0.0% |
| Q1 2023 | $418,368 | +13.4% | 6,450 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $368,904 | -3.4% | 6,450 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $382,000 | +4.4% | 6,450 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $366,000 | -24.4% | 6,450 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $484,000 | -10.7% | 6,450 | 0.0% | 0.01% | -22.2% |
| Q4 2021 | $542,000 | – | 6,450 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 61,069 | $4,088,570 | 2.88% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 34,261 | $2,293,804 | 2.14% |
| Stonebridge Financial Planning Group, LLC | 35,442 | $2,372,860 | 1.52% |
| SOUTHERN CAPITAL ADVISORS, LLC | 24,511 | $1,640,986 | 1.36% |
| GARRISON POINT ADVISORS, LLC | 15,060 | $1,008,267 | 0.78% |
| New Legacy Group, LLC | 4,200 | $281,194 | 0.77% |
| WESPAC Advisors SoCal, LLC | 25,451 | $1,703,944 | 0.58% |
| PGIM Custom Harvest LLC | 215,600 | $14,434,420 | 0.53% |
| RPg Family Wealth Advisory, LLC | 19,244 | $1,290,802 | 0.53% |
| Stillwater Capital Advisors, LLC | 36,580 | $2,449,031 | 0.45% |