ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 165 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,375,000 | +14.1% | 5,500 | 0.0% | 0.55% | +4.8% |
| Q2 2020 | $1,205,000 | -4.0% | 5,500 | 0.0% | 0.52% | +1.8% |
| Q4 2019 | $1,255,000 | +4.9% | 5,500 | 0.0% | 0.51% | -5.7% |
| Q3 2019 | $1,196,000 | -0.1% | 5,500 | 0.0% | 0.54% | +1.1% |
| Q2 2019 | $1,197,000 | +6.5% | 5,500 | 0.0% | 0.54% | +8.5% |
| Q1 2019 | $1,124,000 | +13.0% | 5,500 | 0.0% | 0.50% | +6.9% |
| Q4 2018 | $995,000 | -14.6% | 5,500 | 0.0% | 0.46% | +2.9% |
| Q3 2018 | $1,165,000 | +9.3% | 5,500 | 0.0% | 0.45% | +0.2% |
| Q2 2018 | $1,066,000 | +6.3% | 5,500 | 0.0% | 0.45% | -2.2% |
| Q1 2018 | $1,003,000 | +1.7% | 5,500 | 0.0% | 0.46% | -6.7% |
| Q4 2017 | $986,000 | +9.3% | 5,500 | 0.0% | 0.49% | +1.7% |
| Q3 2017 | $902,000 | -0.1% | 5,500 | 0.0% | 0.48% | -5.7% |
| Q2 2017 | $903,000 | +2.0% | 5,500 | 0.0% | 0.51% | +23.0% |
| Q1 2017 | $885,000 | +6.5% | 5,500 | 0.0% | 0.42% | +7.8% |
| Q4 2016 | $831,000 | – | 5,500 | – | 0.39% | – |
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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% |