ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 205 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $534,344 | -15.5% | 7,981 | -10.2% | 0.00% | 0.0% |
| Q2 2023 | $632,434 | +22.1% | 8,887 | +11.0% | 0.00% | 0.0% |
| Q1 2023 | $517,799 | +28.0% | 8,004 | +12.7% | 0.00% | 0.0% |
| Q4 2022 | $404,483 | -3.5% | 7,101 | -1.4% | 0.00% | 0.0% |
| Q3 2022 | $419,000 | -12.9% | 7,202 | -15.1% | 0.00% | 0.0% |
| Q2 2022 | $481,000 | -10.8% | 8,483 | +18.0% | 0.00% | 0.0% |
| Q1 2022 | $539,000 | -13.3% | 7,189 | -2.9% | 0.00% | 0.0% |
| Q4 2021 | $622,000 | +2.3% | 7,400 | -5.9% | 0.00% | 0.0% |
| Q3 2021 | $608,000 | -41.3% | 7,868 | -41.1% | 0.00% | -50.0% |
| Q2 2021 | $1,036,000 | +170.5% | 13,352 | +160.6% | 0.00% | +100.0% |
| Q1 2021 | $383,000 | +2.1% | 5,123 | -3.6% | 0.00% | 0.0% |
| Q4 2020 | $375,000 | +3.6% | 5,316 | +267.4% | 0.00% | 0.0% |
| Q3 2020 | $362,000 | +21.1% | 1,447 | +6.1% | 0.00% | 0.0% |
| Q2 2020 | $299,000 | +43.1% | 1,364 | +15.5% | 0.00% | 0.0% |
| Q1 2020 | $209,000 | -22.6% | 1,181 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $270,000 | -36.6% | 1,181 | -39.8% | 0.00% | 0.0% |
| Q3 2019 | $426,000 | -0.2% | 1,961 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $427,000 | +6.5% | 1,961 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $401,000 | +9.9% | 1,961 | -2.7% | 0.00% | 0.0% |
| Q4 2018 | $365,000 | -12.0% | 2,016 | +2.8% | 0.00% | -50.0% |
| Q3 2018 | $415,000 | +9.2% | 1,961 | 0.0% | 0.00% | +100.0% |
| Q2 2018 | $380,000 | +6.1% | 1,961 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $358,000 | -8.7% | 1,961 | -10.3% | 0.00% | -50.0% |
| Q4 2017 | $392,000 | +0.3% | 2,186 | -8.4% | 0.00% | 0.0% |
| Q3 2017 | $391,000 | -7.6% | 2,386 | -7.4% | 0.00% | 0.0% |
| Q2 2017 | $423,000 | -0.2% | 2,577 | -2.2% | 0.00% | 0.0% |
| Q1 2017 | $424,000 | +57.0% | 2,636 | +47.6% | 0.00% | 0.0% |
| Q4 2016 | $270,000 | +2.7% | 1,786 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $263,000 | +2.7% | 1,786 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $256,000 | -25.6% | 1,786 | -24.4% | 0.00% | -33.3% |
| Q1 2016 | $344,000 | +33.3% | 2,362 | +32.3% | 0.00% | +50.0% |
| Q4 2015 | $258,000 | +4.9% | 1,786 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $246,000 | +44.7% | 1,786 | +51.4% | 0.00% | 0.0% |
| Q1 2015 | $170,000 | -4.0% | 1,180 | -8.2% | 0.00% | 0.0% |
| Q4 2014 | $177,000 | +20.4% | 1,285 | +8.4% | 0.00% | 0.0% |
| Q3 2014 | $147,000 | +0.7% | 1,185 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $146,000 | +2.1% | 1,185 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $143,000 | +98.6% | 1,185 | +100.8% | 0.00% | +100.0% |
| Q4 2013 | $72,000 | +63.6% | 590 | +47.5% | 0.00% | 0.0% |
| Q3 2013 | $44,000 | +7.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $41,000 | – | 400 | – | 0.00% | – |
Download | ||||||
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% |