ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 187 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 700 | -46.2% | 0.00% | -100.0% |
| Q2 2023 | $6 | +200.0% | 1,300 | -31.6% | 0.00% | – |
| Q1 2023 | $2 | – | 1,900 | +111.1% | 0.00% | – |
| Q4 2022 | $0 | – | 900 | +28.6% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 700 | -61.1% | 0.00% | -100.0% |
| Q1 2022 | $82,000 | +228.0% | 1,800 | -21.7% | 0.00% | +300.0% |
| Q4 2021 | $25,000 | +257.1% | 2,300 | +2200.0% | 0.00% | – |
| Q3 2021 | $7,000 | – | 100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Investment Counsel, LLC | 137,524 | $11,552,000 | 7.83% |
| First Citizens Financial Corp | 58,262 | $4,894,000 | 3.58% |
| MinichMacGregor Wealth Management, LLC | 137,086 | $11,515,000 | 3.50% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 47,072 | $3,954,000 | 3.06% |
| Cadent Capital Advisors, LLC | 79,521 | $6,680,000 | 2.95% |
| SPC Financial, Inc. | 292,301 | $24,553,000 | 2.74% |
| Stonebridge Financial Planning Group, LLC | 53,140 | $3,892,000 | 2.04% |
| QUATTRO FINANCIAL ADVISORS LLC | 66,426 | $5,580,000 | 1.97% |
| WESPAC Advisors, LLC | 34,431 | $2,892,000 | 1.94% |
| Quantitative Advantage, LLC | 132,533 | $11,133,000 | 1.72% |