ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 176 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Howard Capital Management Inc. | 120,747 | $30,190,000 | 6.91% |
| MinichMacGregor Wealth Management, LLC | 31,626 | $7,906,000 | 3.73% |
| First Citizens Financial Corp | 14,568 | $3,642,000 | 3.60% |
| Quantitative Advantage, LLC | 55,155 | $13,789,000 | 3.37% |
| WJ Wealth Management, LLC | 4,005 | $1,001,000 | 3.24% |
| SPC Financial, Inc. | 73,748 | $18,438,000 | 3.18% |
| Stonebridge Financial Planning Group, LLC | 12,266 | $3,161,000 | 2.27% |
| Prospera Financial Services Inc | 18,383 | $4,596,000 | 1.76% |
| WESPAC Advisors, LLC | 3,772 | $943,000 | 1.17% |
| GARRISON POINT ADVISORS, LLC | 3,978 | $995,000 | 0.90% |