Stillwater Capital Advisors, LLC - ISHARES TR ownership

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
Stillwater Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,449,031
-6.0%
36,580
-0.0%
0.45%
-3.3%
Q2 2023$2,604,517
+10.0%
36,597
-0.0%
0.46%
+0.2%
Q1 2023$2,367,784
+13.5%
36,602
-0.0%
0.46%
+4.5%
Q4 2022$2,085,420
-3.1%
36,612
-1.0%
0.44%
-10.4%
Q3 2022$2,152,000
-20.6%
36,979
-22.6%
0.49%
-2.6%
Q2 2022$2,711,000
-24.9%
47,771
-0.7%
0.50%
-13.1%
Q1 2022$3,611,000
-11.3%
48,121
-0.7%
0.58%
-6.5%
Q4 2021$4,071,000
+12.3%
48,464
+3.4%
0.62%
+3.9%
Q3 2021$3,624,000
-0.7%
46,874
-0.3%
0.60%
-1.2%
Q2 2021$3,651,000
+4.1%
47,036
+0.4%
0.60%
-5.0%
Q1 2021$3,506,000
+16.4%
46,852
+9.6%
0.64%
+10.2%
Q4 2020$3,013,000
+12.7%
42,743
+299.6%
0.58%
-1.0%
Q3 2020$2,674,000
+14.0%
10,697
-0.1%
0.58%
+3.2%
Q2 2020$2,345,000
+11.4%
10,708
-9.9%
0.56%
-8.7%
Q1 2020$2,105,000
-22.4%
11,8840.0%0.62%
+1.0%
Q4 2019$2,712,000
+2.2%
11,884
-2.6%
0.61%
-8.9%
Q3 2019$2,654,000
+3.9%
12,207
+4.1%
0.67%
+6.7%
Q2 2019$2,554,000
+4.6%
11,731
-1.9%
0.63%
+18.6%
Q1 2019$2,442,000
+10.3%
11,953
-2.3%
0.53%
-3.6%
Q4 2018$2,213,000
-15.0%
12,233
-0.6%
0.55%
+2.0%
Q3 2018$2,605,000
+9.3%
12,3020.0%0.54%
-4.9%
Q2 2018$2,384,000
+7.5%
12,302
+1.2%
0.57%
+6.8%
Q1 2018$2,217,000
+2.4%
12,159
+0.7%
0.53%
+4.7%
Q4 2017$2,164,000
+10.0%
12,072
+0.6%
0.51%
-0.2%
Q3 2017$1,968,000
-1.5%
11,998
-1.4%
0.51%
+0.8%
Q2 2017$1,997,000
-0.9%
12,168
-2.8%
0.51%
-5.6%
Q1 2017$2,015,000
-1.0%
12,522
-7.0%
0.54%
-1.5%
Q4 2016$2,035,000
+3.8%
13,471
+1.1%
0.54%
-4.9%
Q3 2016$1,960,000
+11.7%
13,325
+9.0%
0.57%
+9.2%
Q2 2016$1,754,000
+15.6%
12,228
+17.5%
0.52%
+17.0%
Q1 2016$1,517,000
-62.4%
10,405
-62.7%
0.45%
-63.8%
Q4 2015$4,031,000
+7.6%
27,864
+2.4%
1.24%
-3.3%
Q3 2015$3,745,000
+5.0%
27,216
+9.2%
1.28%
+23.8%
Q2 2015$3,566,000
-2.6%
24,915
-1.9%
1.03%
-7.3%
Q1 2015$3,661,000
+18.7%
25,391
+13.4%
1.11%
+20.2%
Q4 2014$3,084,000
+66.7%
22,388
+50.6%
0.93%
+49.8%
Q3 2014$1,850,000
+12.5%
14,867
+11.6%
0.62%
+10.6%
Q2 2014$1,644,000
+5.0%
13,316
+2.4%
0.56%
-1.8%
Q1 2014$1,565,000
+9.7%
13,008
+10.7%
0.57%
+2.9%
Q4 2013$1,426,000
+44.3%
11,749
+30.8%
0.55%
-5.3%
Q3 2013$988,000
-2.9%
8,982
-9.5%
0.58%
-7.2%
Q2 2013$1,018,0009,9300.63%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders