ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 225 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $283,533 | -10.6% | 4,235 | -5.0% | 0.16% | -4.7% |
| Q2 2023 | $317,122 | +10.0% | 4,456 | 0.0% | 0.17% | -1.7% |
| Q1 2023 | $288,259 | +19.7% | 4,456 | +5.4% | 0.17% | +14.5% |
| Q4 2022 | $240,770 | -13.1% | 4,227 | -11.0% | 0.15% | -25.1% |
| Q3 2022 | $277,000 | +8.6% | 4,752 | +5.6% | 0.20% | +12.8% |
| Q2 2022 | $255,000 | -24.1% | 4,502 | +0.6% | 0.18% | -11.8% |
| Q1 2022 | $336,000 | -14.1% | 4,477 | -3.8% | 0.20% | -13.2% |
| Q4 2021 | $391,000 | +8.0% | 4,654 | -0.7% | 0.24% | 0.0% |
| Q3 2021 | $362,000 | -3.5% | 4,687 | -3.1% | 0.24% | -3.3% |
| Q2 2021 | $375,000 | +3.9% | 4,836 | 0.0% | 0.24% | +0.4% |
| Q1 2021 | $361,000 | +5.9% | 4,836 | 0.0% | 0.24% | -5.5% |
| Q4 2020 | $341,000 | +12.9% | 4,836 | +300.0% | 0.26% | -4.8% |
| Q3 2020 | $302,000 | +22.3% | 1,209 | +7.2% | 0.27% | +3.9% |
| Q2 2020 | $247,000 | -13.3% | 1,128 | -10.0% | 0.26% | +8.4% |
| Q4 2019 | $285,000 | – | 1,253 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 61,069 | $4,088,570 | 2.88% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 34,261 | $2,293,804 | 2.14% |
| Stonebridge Financial Planning Group, LLC | 35,442 | $2,372,860 | 1.52% |
| SOUTHERN CAPITAL ADVISORS, LLC | 24,511 | $1,640,986 | 1.36% |
| GARRISON POINT ADVISORS, LLC | 15,060 | $1,008,267 | 0.78% |
| New Legacy Group, LLC | 4,200 | $281,194 | 0.77% |
| WESPAC Advisors SoCal, LLC | 25,451 | $1,703,944 | 0.58% |
| PGIM Custom Harvest LLC | 215,600 | $14,434,420 | 0.53% |
| RPg Family Wealth Advisory, LLC | 19,244 | $1,290,802 | 0.53% |
| Stillwater Capital Advisors, LLC | 36,580 | $2,449,031 | 0.45% |