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
| 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 ↓ |
|---|---|---|---|
| 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% |