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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $2,032,000 | +4.4% | 9,945 | -7.6% | 0.30% | +11.4% |
| Q4 2018 | $1,947,000 | -35.7% | 10,764 | -24.8% | 0.27% | -8.1% |
| Q3 2018 | $3,029,000 | -2.1% | 14,306 | -10.4% | 0.30% | +15.1% |
| Q2 2018 | $3,094,000 | -1.1% | 15,969 | -6.9% | 0.26% | +7.1% |
| Q1 2018 | $3,128,000 | +2.6% | 17,159 | +0.9% | 0.24% | +11.1% |
| Q4 2017 | $3,050,000 | -7.1% | 17,014 | -15.0% | 0.22% | -4.0% |
| Q3 2017 | $3,284,000 | -4.4% | 20,023 | -4.3% | 0.23% | +5.6% |
| Q2 2017 | $3,434,000 | -8.6% | 20,927 | -10.4% | 0.21% | +1.9% |
| Q1 2017 | $3,758,000 | +1038.8% | 23,351 | +932.8% | 0.21% | +1809.1% |
| Q1 2016 | $330,000 | -60.0% | 2,261 | -60.3% | 0.01% | -59.3% |
| Q4 2015 | $825,000 | +3.9% | 5,699 | -1.3% | 0.03% | -3.6% |
| Q3 2015 | $794,000 | – | 5,773 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beaumont Financial Partners, LLC | 616,299 | $84,901,000 | 4.09% |
| Quantitative Advantage, LLC | 92,224 | $12,705,000 | 3.17% |
| Concorde Asset Management, LLC | 17,486 | $2,409,000 | 3.02% |
| Simplicity Solutions, LLC | 18,156 | $2,501,000 | 2.97% |
| Polaris Wealth Advisory Group, LLC | 94,510 | $13,020,000 | 2.68% |
| Commonwealth Financial Services, LLC | 21,448 | $2,955,000 | 2.65% |
| PACIFIC FINANCIAL GROUP INC | 52,780 | $7,271,000 | 2.15% |
| SPC Financial, Inc. | 44,155 | $6,083,000 | 1.77% |
| FolioMetrix LLC | 19,226 | $2,412,000 | 1.71% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16,485 | $2,271,000 | 1.69% |